Select Commercial Lines Regional Manager

USI Insurance Services; Washington (District of Columbia); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid time off

Family leave

Job summary

USI Insurance Services in Washington, D.C. is seeking a dedicated professional to manage the Select Commercial Lines Account Management team. This role is crucial for maintaining high client retention and supporting the sales process.

With over 7 years in the Commercial Property & Casualty Insurance sector and strong managerial skills, you will ensure team success and optimize business operations. USI offers a range of benefits including medical, dental, and 401(k).

Qualifications

• 7+ years of experience in Commercial Property & Casualty Insurance Agency.
• Ability to manage others effectively.
• Proven ability to work in a fast-paced, team environment.

Responsibilities

• Manage the operational activities for the Select Commercial Lines Account Management team.
• Achieve 92% or above client retention.
• Develop effective communication strategies within the team.

Skills

Management of team

Client retention

Sales process support

Organizational skills

Communication skills

Education

College degree

Property & Casualty insurance license

Tools

Sagitta/ImageRight

Microsoft Office products

Job description

General Description

Responsible for managing the operational activities for the Select Commercial Lines Account Management team in the assigned region. Ensure the service team maintains 92% or above client retention and supports the USI sales process.

Responsibilities

• Responsible for full-cycle recruitment, management, and development of the Select Commercial Lines Account Management team, including training, coaching, and performance management.
• Keep account management team informed on industry trends and USI processes through regular team and individual meetings.
• Accountable for the team achieving 92% or above client retention; regularly meet with account managers to strategize on upcoming renewals.
• Promote account rounding and cross‑sell/referral opportunities.
• Work with regional and national leadership to meet corporate profit and growth objectives.
• Optimize the Select Commercial Lines book of business via the client service model, comprising account management, outsourcing, and segmentation.
• Develop and maintain carrier relationships to renew policies timely and solve client and account management issues.
• Maintain quality control using reports to renew policies, avoid lapses in coverage, and achieve service goals; perform periodic quality audits.
• Adhere to the company’s credit and collection policy in invoicing and pursuing prompt client payments.
• Oversee team workload and maintain appropriate staffing levels.
• Create and maintain relationships with regional peers to foster internal stewardship; expedite segmentation transfers in conjunction with the regional project manager and commercial lines middle market managers.
• Develop effective interdepartmental communication strategies and foster a sales‑oriented culture.
• Integrate new acquisition personnel and clients into the Select Commercial Lines service model and processes.
• Support new business growth and assign service team resources.

Knowledge, Skills, and Abilities

• 7+ years of experience in Commercial Property & Casualty Insurance Agency.
• College degree preferred.
• Prior managerial experience preferred; ability to manage others effectively.
• In‑depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
• Must hold a state Property & Casualty insurance license.
• Industry designation such as ARM, CIC, or CPCU preferred or expected to pursue a designation.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Comfortable with internet‑based programs and Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred, but not required.
• Proven ability to work in a fast‑paced, team environment with minimal instruction and a high degree of accuracy.
• Strong organizational skills with ability to manage and negotiate multiple priorities and deadlines.
• Strong written, verbal, and interpersonal communication skills.

Benefits

USI offers a full suite of competitive benefits, including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, and additional employer‑sponsored programs. Additional paid time off, family leave, and holiday time are also provided.