Commercial Lines Account Manager - Retention Pro

Usi, Inc.; Florham Park (NJ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

USI is seeking an experienced commercial insurance professional to manage service activities for small commercial lines clients and serve as the primary contact for account retention and relationship development. The role emphasizes marketing, option analysis, and implementing insurance programs with a focus on maintaining high client retention.

Candidates should have 2+ years in a Commercial Property & Casualty agency, a valid P&C license, and proficiency with industry tools and MS Office.

Qualifications

• 2+ years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Must hold Property and Casualty insurance license.
• Hold an industry designation or be willing to further industry knowledge through courses.
• Knowledge of Sagitta/ImageRight preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.

Responsibilities

• Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
• Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
• Respond to client and insurance carrier requests within agreed upon timeframes.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance, as needed.
• Assist clients with claims reporting.
• Adhere to company's credit and collection policy in invoicing and pursuing prompt payments. Request cancellations in accordance with company standards.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Keep current on industry information, technology, and trends.

Skills

Commercial P&C experience

Communication skills

Microsoft Office

Sagitta/ImageRight knowledge

License adherence

Fast-paced team player

Education

Property & Casualty license

College degree preferred

Tools

Sagitta

ImageRight

Job description

USI is seeking an experienced commercial insurance professional to manage service activities for small commercial lines clients and serve as the primary contact for account retention and relationship development. The role emphasizes marketing, option analysis, and implementing insurance programs with a focus on maintaining high client retention.

Candidates should have 2+ years in a Commercial Property & Casualty agency, a valid P&C license, and proficiency with industry tools and MS Office.