Senior Commercial Lines Account Strategist

Usi, Inc.; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

USI, Inc. seeks an experienced Commercial Lines Account Manager to handle 20 to 40 mid-to-large size accounts as the primary client contact. You will market renewals, answer client questions, review coverage, and support Sales Executives and Account Executives.

Responsibilities include preparing applications, selecting carriers, analyzing quotes, and maintaining accurate agency records. A P&C license and industry designations are preferred.

Qualifications

• 5+ years experience in a Commercial Lines agency.
• College degree preferred.
• Must hold or be willing to earn Property & Casualty license.
• Industry designation such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Able to work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines clients.
• Provide insurance technical expertise to clients and other members of the Account Management team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
• Prepare client applications for review with assistance from Account Representatives.
• Determine most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Negotiate with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross-selling initiatives and develop customer accounts.
• Represent client interests in internal USI account strategy meetings.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Regular in-person attendance at face-to-face client meetings.

Skills

Commercial Lines

Client relationships

Microsoft Office

Industry insights

Education

College degree preferred

Tools

Sagitta

ImageRight

Job description

USI, Inc. seeks an experienced Commercial Lines Account Manager to handle 20 to 40 mid-to-large size accounts as the primary client contact. You will market renewals, answer client questions, review coverage, and support Sales Executives and Account Executives.

Responsibilities include preparing applications, selecting carriers, analyzing quotes, and maintaining accurate agency records. A P&C license and industry designations are preferred.