Select Commercial Lines Account Executive

USI Insurance Services; Rancho Cordova (CA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

USI Insurance Services in Rancho Cordova, California, is seeking an experienced Commercial Lines Account Manager. This role involves consulting with Select Commercial Lines clients, supporting sales processes, managing client accounts, and ensuring retention while making strategic recommendations for insurance programs. Applicants must have over 5 years of industry experience, a Property & Casualty insurance license, and strong communication skills. The position offers a hybrid work model to enhance work-life balance.

Qualifications

• 5+ years of experience in a Commercial Property & Casualty insurance agency.
• Proven ability to work in a fast-paced, team environment with minimal instruction.
• Strong written, verbal, and interpersonal communication skills.

Responsibilities

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs based on USI’s proprietary solution set.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.

Skills

Commercial Property & Casualty insurance experience

Understanding of Property & Casualty insurance

Written and verbal communication skills

Education

Property & Casualty insurance license

Industry designation (ARM, CIC, CPCU)

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 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.

Knowledge, Skills and Abilities:

• 5+ years of experience in a Commercial Property & Casualty insurance agency.
• 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.

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