Commercial Lines Account Manager | Retention & Renewal

Usi, Inc.; Uniondale (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

USI, Inc. is seeking an Insurance Account Manager to manage and coordinate service activities for commercial lines clients with revenue up to $5,000.

You will serve as the primary contact, develop strong client relationships, analyze options, present recommendations, and implement insurance programs to maintain high retention. You will educate clients on policy changes and industry trends, handle renewal workflows, and assist with claims reporting while adhering to billing and collections

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.
• 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.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Keep current on industry information, technology, and trends.

Skills

Communication skills

Microsoft Office

Teamwork

Attention to detail

Education

College degree

Tools

Sagitta/ImageRight

Job description

USI, Inc. is seeking an Insurance Account Manager to manage and coordinate service activities for commercial lines clients with revenue up to $5,000.

You will serve as the primary contact, develop strong client relationships, analyze options, present recommendations, and implement insurance programs to maintain high retention. You will educate clients on policy changes and industry trends, handle renewal workflows, and assist with claims reporting while adhering to billing and collections