Commercial Lines Relationship Manager

USI Insurance Services; Oklahoma City (OK); On-site; USD 60,000 - 80,000; Full time

Job summary

USI Insurance Services in Oklahoma City seeks a Commercial Lines Client Services Specialist to manage and coordinate service activities for mid-sized accounts, serve as primary contact, and build strong client relationships.

You will understand marketing options, analyze proposals, present recommendations, and support renewal workflows while maintaining high retention and accuracy in a fast-paced team environment.

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.
• 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

Interpersonal communication

Written communication

Verbal communication

Team player

Attention to detail

Education

Property and Casualty license

Industry designation

Tools

Sagitta

ImageRight

Microsoft Office

Internet-based programs

Job description

USI Insurance Services in Oklahoma City seeks a Commercial Lines Client Services Specialist to manage and coordinate service activities for mid-sized accounts, serve as primary contact, and build strong client relationships.

You will understand marketing options, analyze proposals, present recommendations, and support renewal workflows while maintaining high retention and accuracy in a fast-paced team environment.