PR Preffered Client Services Account Manager I

USI Insurance Services; United States; On-site; USD 55,000 - 65,000; Full time

Job summary

USI Insurance Services is seeking a Customer Care Center professional to service client accounts, assist with new and renewed marketing, and address client questions. You will review policies, coordinate with carriers, and ensure timely quotes and documentation with accuracy.

Requirements include 2–5 years in Personal Lines P&C, a current P&C license, and strong communication. A college degree is preferred, with opportunities to advance within the renowned USI risk management platform.

Qualifications

• 2–5 years experience in Personal Lines P&C insurance with underwriting and rating concepts.
• Must hold a state P&C license or be willing to obtain one within an agreed timeframe.
• Industry designations (ARM/CIC/CPCU) are a plus.

Responsibilities

• Service client accounts via carrier websites and online rating systems.
• Coordinate service of new and existing clients through sales and problem solving.
• Submit to carriers for quotes and policies, follow up for timely receipt.
• Answer underwriters’ questions promptly and maintain accurate records.
• Support USI personal risk initiatives and use carrier service centers when possible.

Skills

P&C insurance knowledge

P&C license

Industry designation (ARM/CIC/CPCU)

Strong communication skills

Teamwork and collaboration

Education

High School diploma

College degree preferred

Tools

Sagitta/WorkSmart

Job description

Description and Requirements

General Description: Responsible for the service, sales and retention of client accounts assigned to the Customer Care Center. Activities include, but not limited to new and renewal marketing, handling client questions and requests, policy checking and coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Requirements

General Description: Responsible for the service, sales and retention of client accounts assigned to the Customer Care Center. Activities include, but not limited to new and renewal marketing, handling client questions and requests, policy checking and coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities

• Service client accounts independently utilizing carrier websites and online rating systems.
• Provide technical expertise in coordinating the service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Refer clients to carriers for direct reporting of claims. Submit first reports of claims (when necessary) for specialty markets and facilitate prompt response from carrier.
• Work within the USI Personal Risk initiatives included, but not limited to, placing business in and utilizing carrier service centers, direct bill and download where ever possible.

Knowledge, Skills And Abilities

• 2-5 years experience in Personal Lines Property & Casualty Insurance Agency along with a thorough understanding of all Property & Casualty insurance coverages, underwriting and rating concepts. High School Graduate. College degree preferred, but not required.
• Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
• Ideally (but not required) hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses.
• Strong written, oral and interpersonal communication skills.
• Knowledge of Sagitta/WorkSmart preferred, but not required.
• Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

GLDR

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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 .

$55-$65k & 5% Bonus