PG Account Manager - Travel

Usi, Inc.; Pennsylvania; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Wellness programs

401(k)

FSAs/HSAs

Disability insurance

Life insurance

Paid time off

Paid family leave

Paid holidays

Job summary

USI, Inc. in Pennsylvania seeks an account manager to provide day-to-day management of less complex commercial property and casualty accounts, including new and renewal marketing and responding to client questions.

You will support Program Managers and Account Executives, retain clients, prepare proposals, and maintain accurate documentation while building strong relationships with customers and underwriters.

Qualifications

• 3+ years of insurance experience.
• High school diploma or GED.
• For direct client service/underwriting, Property & Casualty license is required.
• Experience managing less complex commercial property and casualty accounts.
• Strong knowledge of Microsoft Office suite.
• Excellent verbal, written and interpersonal communication.
• Ability to adapt to changing priorities and deadlines.

Responsibilities

• Responsible for the retention of assigned client accounts.
• Handle all aspects of Commercial Lines Property & Casualty Insurance.
• Marketing proposals and renewal discussions with customers.
• Prepare proposals and summaries of insurance as needed.
• Develop and maintain relationships with customers and prospects.
• Provide comprehensive account support and service coordination.
• Respond to Underwriters questions timely and professionally.
• Adhere to Commercial Lines Best Practices and document changes.
• Maintain accuracy in agency management and document systems.
• Identify exposure to loss and recommend coverages.
• Provide work direction to less experienced staff as needed.

Skills

Insurance experience

Microsoft Office

Communication skills

Teamwork

Problem-solving

Education

High school diploma or GED

Property & Casualty license

Job description

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.

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 .