Senior Commercial Lines Account Representative, Select

USI Insurance Services; BLOOMINGTON (MN); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Bonus eligible with 5% incentive

Competitive pay and incentives

Excellent benefits

Job summary

USI Insurance Services is seeking an Account Associate to assist Account Managers in servicing Select Commercial Lines clients up to $15,000 in revenue. You will process policies, help with renewals, and coordinate with carriers while building insurance knowledge.

The role emphasizes accuracy, team collaboration, and ongoing development through USI training resources, with a focus on client service and retention goals.

Qualifications

• 1 year+ experience in a Commercial Property & Casualty insurance agency.
• Must hold Property & Casualty insurance license.
• Associates degree preferred.
• Detail-oriented with strong written, verbal, and interpersonal communication skills.
• Able to work in a fast-paced team environment.

Responsibilities

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto id’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Complete online carrier rating and endorsement process.
• Prepare summary of insurance documents and finance agreements.
• Engage in renewal process by gathering client and carrier information and completing applications.
• Prepare renewal proposals and participate in client meetings.
• Invoice policies, including complex invoicing as assigned.
• Manage carrier service center escalations by solving client issues and/or remarketing account.
• Service a limited number of clients independently following USI best practices.
• Maintain regional mailbox and direct emails to appropriate resource.
• Active engagement and participation in training to perform Account Manager role.

Skills

Account Management

Client Service

Communication

Attention to Detail

Teamwork

P&C License

Education

Associates Degree Preferred

Tools

Microsoft Office

Job description

Description and Requirements

Requirements

Description and Requirements

General Description: Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Continue to develop client service skills and technical insurance product knowledge through available educational and agency resources. Independently address carrier service center client issues and manage assigned clients.

Responsibilities

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto id’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Complete online carrier rating and endorsement process.
• Prepare summary of insurance documents and finance agreements.
• Engage in renewal process by gathering both client and insurance carrier information and completing applications.
• Prepare renewal proposals and participate in client meetings.
• Invoice policies, including complex invoicing as assigned.
• Manage carrier service center escalations by solving client issues and/or remarketing account.
• Service a limited number of clients independently following USI best practices.
• Maintain regional mailbox and direct emails to appropriate resource.
• Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.

Knowledge, Skills, And Abilities

• 1 year + experience in a Commercial Property & Casualty insurance agency.
• Associates degree preferred.
• Must hold Property & Casualty insurance license.
• Able to work in a fast-paced team environment, be detailed, and prioritize work.
• Strong written, verbal, and interpersonal communication skills.
• Strong client service skills.
• Working knowledge of internet-based programs and Microsoft Office products.
• Resourceful, eager to learn new concepts, and continue professional development.
• Open to feedback, coaching, and development.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise - the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Salary Range: $65,000.00

This is a bonus-eligible position with a target incentive of 5%

Applications accepted through 10/01/2026