PG Account Manager - Travel

USI Insurance Services; Newtown Square (Delaware County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k)

Job summary

Usi, Inc. is seeking an account manager to provide day-to-day service for less complex commercial property and casualty accounts.

You will handle new business marketing, renewals, and client inquiries, while supporting Program Managers and Account Executives. Responsibilities include retaining client accounts, preparing coverage summaries, coordinating with services, responding to underwriters, and ensuring accurate documentation in agency systems.

Qualifications

• 3+ years of insurance experience.
• High school diploma or graduate equivalent degree required.
• For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
• Experience managing less complex commercial property and casualty accounts.
• Working knowledge of Microsoft Office suite.
• Strong verbal, written, and interpersonal communication skills.
• Solid problem-solving skills and ability to adapt to changing priorities.
• Ability to work effectively in a team environment across organizational levels.

Responsibilities

• Retain assigned client accounts.
• Handle all aspects of Commercial Lines Property & Casualty insurance, including occasional outside visits.
• Marketing, prepare coverage/product recommendations, and discuss renewals with customers.
• Prepare proposals and summaries of insurance as needed.
• Develop and maintain relationships with customers/prospects.
• Coordinate with services to provide comprehensive account support.
• Respond to underwriters' questions timely and professionally.
• Maintain accuracy in agency management and document systems.
• Identify exposure to loss and recommend appropriate coverages.

Skills

Communication skills

Team collaboration

Problem solving

Attention to detail

Interpersonal skills

Education

High school diploma or GED

Property & Casualty license

Tools

Microsoft Office

Job description

Description and Requirements

General Description:

Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives.

Responsibilities

• Responsible for the retention of assigned client accounts.
• Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.
• Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.
• Prepare proposals and summaries of insurance as needed.
• Develop and maintain working relationships with customers/prospects.
• Communicate with services and provide comprehensive account support. Ensure customer needs are met.
• Capture, assist, design, and manage the service platform.
• Respond to Underwriters questions in a timely and professional manner.
• Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
• Maintain a high degree of accuracy in agency management and document management systems.
• Identify exposure to loss and recommend appropriate coverages.
• Provide work direction to less experienced staff as needed.

Knowledge, Skills And Abilities

• 3+ years of insurance experience.
• High school diploma or graduate equivalent degree required.
• For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
• Experience managing less complex commercial property and casualty accounts.
• Working knowledge of Microsoft Office suite of products.
• Strong verbal, written, and interpersonal communication skills.
• Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
• Ability to be flexible and adaptable to changing priorities and deadlines.
• Ability to work effectively in a team environment and across all organizational levels.

Benefits

• USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.
• We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
• USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .