Hybrid Mid-Market Commercial Lines Manager

Usi, Inc.; Charlotte (NC); Hybrid; USD 60,000 - 80,000; Full time

Job summary

USI, Inc. in Charlotte, NC is seeking an Account Manager to manage 30–50 middle-market Commercial Lines insurance accounts, serving as the day-to-day contact for clients.

You will support Sales and Account Executives with marketing renewals, questions, and coverage reviews, while collaborating with carriers to obtain pricing and proposals. The role requires 2–5 years in a Commercial Lines agency, solid Property & Casualty knowledge, and a current or willing-to-earn P&C license.

Qualifications

• 2-5 years experience in a Commercial Lines agency.
• Strong understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU preferred.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines clients.
• Provide insurance technical expertise to clients and other members of the Account Management team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
• With assistance from Account Representatives, prepare client applications for review.
• Determine most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Negotiate with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross-selling initiatives and develop customer accounts.
• Represent client interests in internal USI account strategy meetings.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Occasional in-person attendance at face-to-face client meetings.

Skills

Commercial Lines

P&C insurance

Client relationship management

Renewals marketing

Negotiation

Education

College degree preferred

Tools

Sagitta

ImageRight

Job description

USI, Inc. in Charlotte, NC is seeking an Account Manager to manage 30–50 middle-market Commercial Lines insurance accounts, serving as the day-to-day contact for clients.

You will support Sales and Account Executives with marketing renewals, questions, and coverage reviews, while collaborating with carriers to obtain pricing and proposals. The role requires 2–5 years in a Commercial Lines agency, solid Property & Casualty knowledge, and a current or willing-to-earn P&C license.