Commercial Lines Client Success Manager

USI Insurance Services; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Incentives

Benefits

Wellness program

Job summary

USI Insurance Services in Houston seeks a client-focused professional to manage commercial lines client relationships and coordinate service activities for policies $5,000 in revenue or below. You will develop and maintain strong client relationships, explain coverages, and implement insurance programs while targeting 92%+ retention.

You will renew, present proposals, educate clients on policy changes, and ensure timely responses to carrier requests. License required; college degree preferred.

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 further industry knowledge through courses.
• Strong written, verbal, and interpersonal communication skills.

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

Commercial insurance

Client relationship management

Communication skills

Microsoft Office

Internet-based programs

Education

College degree preferred

Property and Casualty license

Tools

Sagitta

ImageRight

CRM systems

Job description

USI Insurance Services in Houston seeks a client-focused professional to manage commercial lines client relationships and coordinate service activities for policies $5,000 in revenue or below. You will develop and maintain strong client relationships, explain coverages, and implement insurance programs while targeting 92%+ retention.

You will renew, present proposals, educate clients on policy changes, and ensure timely responses to carrier requests. License required; college degree preferred.