Select Commercial Lines Account Executive

USI Insurance Services; Buffalo (NY); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health, welfare and financial benefits

Generous paid time off and holidays

Job summary

USI Insurance Services in Buffalo, NY is seeking an experienced Commercial Lines Account Manager to provide proactive, personalized support to select client accounts with an annual revenue range of $10,000 to $15,000, and to manage renewals and carrier negotiations.

You will work with the sales team on new business opportunities, analyze options, and present recommendations. A P&C license and 5+ years of experience are required, with college degree preferred. USI offers a broad benefits package.

Qualifications

• 5+ years of experience in a commercial property & casualty insurance agency.
• College degree preferred.
• Must hold a property & casualty insurance license.
• Knowledge of Sagitta/ImageRight preferred.
• Industry designation such as ARM, CIC, CPCU preferred.
• Proficient with internet-based programs and Microsoft Office products.

Responsibilities

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs based on USI’s proprietary solution set.
• Provide advanced technical expertise to clients and prospects.
• Support sales and cross-selling opportunities and accompany producers to meet with clients.
• Manage client accounts in accordance with USI guidelines and KPIs.
• Manage renewal workflow for assigned book of business to avoid lapse in coverage.
• Responsible for marketing and placement of client renewals.
• Determine the most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Develop strong relationships with insurance carriers to negotiate on client’s behalf.
• Adhere to the company’s credit and collection policy in invoicing and pursuing prompt payments.
• Request policy cancellations in accordance with company standards.
• Keep current on industry information, technology, and trends.
• Mentor junior team members.
• Attend sales and marketing weekly meetings.

Skills

Communication skills

MS Office

Team collaboration

Client service

Education

College degree preferred

Tools

Sagitta

ImageRight

Microsoft Office

Job description

General Description

Consultative account management partner for Commercial Lines (Select) client accounts of $10,000 to $15,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in new business sales opportunities.

Responsibilities

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs based on USI’s proprietary solution set.
• Provide advanced technical expertise to clients and prospects.
• Support sales and cross‑selling opportunities. Accompany producer and practice leaders to meet with prospective clients.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Responsible for marketing and placement of client insurance renewals.
• Determine the most‑appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Develop strong relationships with insurance carriers to negotiate on client’s behalf.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.
• Request policy cancellations in accordance with company standards.
• Keep current on industry information, technology, and trends.
• Mentor more junior members of the Select Commercial Lines team.
• Attend sales and marketing weekly meetings.

Qualifications

• 5+ years of experience in a commercial property & casualty insurance agency.
• College degree preferred.
• Strong understanding of property & casualty insurance.
• Must hold a property & casualty insurance license.
• Knowledge of Sagitta/ImageRight preferred.
• Industry designation such as ARM, CIC, CPCU preferred.
• Comfortable with internet‑based programs and Microsoft Office products.
• Able to carry out complex tasks with many concrete and abstract variables.
• Proven ability to work in a fast‑paced, team environment with minimal instruction.
• Strong written, verbal, and interpersonal communication skills.

Benefits

USI offers 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. Generous paid time off, paid family leave, and paid holiday time are also provided.

Salary

$85,000 – $95,000