Senior Commercial Lines Account Lead — Client Growth

USI Insurance Services; Cockeysville (MD); On-site; USD 85,000 - 90,000; Full time

Job summary

USI Insurance Services is seeking a Commercial Lines professional to manage service activities for high-revenue clients and maintain strong client relationships. You will analyze options, present recommendations, and implement insurance programs while targeting 92%+ retention.

Responsibilities include client communications, renewal workflow, proposals, and education of teammates. A P&C license, college degree, and Sagitta/ImageRight knowledge are preferred.

Qualifications

• 3 years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Must hold Property and Casualty insurance license.
• Hold an industry designation or be willing to further industry knowledge through courses.
• Knowledge of Sagitta/ImageRight preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Proven ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.

Responsibilities

• Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
• Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
• Respond to client and insurance carrier requests within agreed upon timeframes.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance.
• Assist clients with claims reporting.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments. Request cancellations in accordance with company standards.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Educate and mentor Select Commercial Lines teammates.
• Keep current on industry information, technology, and trends.
• Participate in virtual client meetings and occasional in-person client visits as required.

Skills

Commercial P&C experience

P&C license

College degree preferred

Sagitta

ImageRight

Strong communication

MS Office

Team collaboration

Education

College degree preferred

Tools

Sagitta

ImageRight

Job description

USI Insurance Services is seeking a Commercial Lines professional to manage service activities for high-revenue clients and maintain strong client relationships. You will analyze options, present recommendations, and implement insurance programs while targeting 92%+ retention.

Responsibilities include client communications, renewal workflow, proposals, and education of teammates. A P&C license, college degree, and Sagitta/ImageRight knowledge are preferred.