Senior Commercial Lines Relationship Manager

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

Job summary

USI Insurance Services in Wilmington, DE seeks a Commercial Lines Service Leader to manage service activities for a $5,000+ revenue book and act as the primary contact for clients.

Responsibilities include maintaining strong client relationships, handling policy changes and renewal workflows, and educating clients on coverage and trends while meeting aggressive retention targets. The role requires a license and industry knowledge.

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

Communication skills

Client relationship management

Team collaboration

Adaptability

Education

Bachelor's degree preferred

Property & Casualty license

Tools

Sagitta

ImageRight

Microsoft Office

Job description

USI Insurance Services in Wilmington, DE seeks a Commercial Lines Service Leader to manage service activities for a $5,000+ revenue book and act as the primary contact for clients.

Responsibilities include maintaining strong client relationships, handling policy changes and renewal workflows, and educating clients on coverage and trends while meeting aggressive retention targets. The role requires a license and industry knowledge.