Senior Commercial Lines Account Manager | Renewal & Carrier Negotiator

Usi, Inc.; Phoenix (AZ); Hybrid; USD 85,000 - 110,000; Full time

Job summary

USI is seeking an experienced Commercial Lines Account Manager to act as day-to-day contact for 20 to 40 mid-to-large sized accounts. You will handle new and renewal marketing, respond to client questions, and review coverage in collaboration with Sales and Account Executives.

Responsibilities include marketing and placement of renewals, preparing client applications, analyzing carrier quotes, and recommending programs.

Qualifications

• 5+ years in a Commercial Lines agency.
• College degree preferred.
• Must hold or be willing to earn Property & Casualty license.
• Industry designations such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines clients.
• Provide insurance technical expertise to clients and other team members.
• Market and place client Commercial Lines renewals.
• Prepare client applications for review with Account Representatives.
• Determine carriers for market pricing and compare quotes.
• Manage client renewal expirations to avoid lapses in coverage.
• Negotiate with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross-selling initiatives and develop accounts.
• Represent client interests in account strategy meetings.
• Delegate administrative tasks to Account Representatives.
• Respond to underwriters’ questions promptly.
• Maintain high accuracy in agency management systems.
• Attend in-person client meetings.

Skills

Commercial Lines insurance

Customer service

Insurance licensing

Microsoft Office

Sagitta

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Education

Bachelor's degree preferred

Tools

Sagitta

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Job description

USI is seeking an experienced Commercial Lines Account Manager to act as day-to-day contact for 20 to 40 mid-to-large sized accounts. You will handle new and renewal marketing, respond to client questions, and review coverage in collaboration with Sales and Account Executives.

Responsibilities include marketing and placement of renewals, preparing client applications, analyzing carrier quotes, and recommending programs.