Commercial Lines Account Manager - Retention & Renewals

USI Insurance Services; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

USI Insurance Services in Texas is seeking a Commercial Insurance Account Manager to manage service activities for commercial lines clients and be the primary contact. You will develop and maintain strong client relationships, analyze options, present recommendations, and implement insurance programs while aiming for high retention.

You will work independently to inform clients on policy changes, respond to carrier requests, manage renewals, and negotiate coverages with carriers.

Qualifications

• 2 years of experience in a Commercial Property & Casualty insurance agency.
• Must hold Property and Casualty insurance license.
• Hold an industry designation or be willing to pursue courses.
• Knowledge of Sagitta/ImageRight preferred.
• Strong written, verbal, and interpersonal communication skills.
• Proficient with internet-based programs and Microsoft Office.

Responsibilities

• Maintain the client relationship and drive retention on the book.
• Inform and educate clients on policy changes and industry trends.
• Respond to client and carrier requests within agreed timeframes.
• Manage renewal workflow to avoid lapse in coverage.
• Negotiate renewals with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance when needed.
• Assist clients with claims reporting.
• Adhere to invoicing and collections policies.
• Manage client accounts per USI guidelines and KPIs.
• Keep current on industry information and trends.

Skills

Client relationship management

Communication skills

Team collaboration

Microsoft Office proficiency

Sagitta / ImageRight knowledge

Internet-based programs

Education

Bachelor’s degree preferred

Tools

Sagitta

ImageRight

Job description

USI Insurance Services in Texas is seeking a Commercial Insurance Account Manager to manage service activities for commercial lines clients and be the primary contact. You will develop and maintain strong client relationships, analyze options, present recommendations, and implement insurance programs while aiming for high retention.

You will work independently to inform clients on policy changes, respond to carrier requests, manage renewals, and negotiate coverages with carriers.