Senior Commercial Lines Account Lead — Client Growth & Retention

USI Insurance Services; Center Square (PA); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Wellness program

Scholarships for associates' children

Financial help in times of need

Job summary

USI Insurance Services in Center Square, PA, is seeking a seasoned Commercial Lines Account Manager to manage service activities for large commercial clients, maintain high retention, and coordinate renewals. You will serve as the primary contact, educate clients on policy changes, and implement insurance programs with accuracy and urgency.

The role requires a Property & Casualty license, 3+ years in a P&C agency, and strong communication.

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.
• 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

3 years of experience in Commercial P&

Education

College degree preferred

Property and Casualty license

Industry designation or willingness to take courses

Tools

Sagitta

ImageRight

Job description

USI Insurance Services in Center Square, PA, is seeking a seasoned Commercial Lines Account Manager to manage service activities for large commercial clients, maintain high retention, and coordinate renewals. You will serve as the primary contact, educate clients on policy changes, and implement insurance programs with accuracy and urgency.

The role requires a Property & Casualty license, 3+ years in a P&C agency, and strong communication.