Senior Commercial Lines Strategist: Client Growth & Retention

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

Job summary

USI Insurance Services in Wheeling, WV seeks a Commercial Lines Account Manager to manage and coordinate service activities for mid-market clients, serving as the primary contact and maintaining strong client relationships. You will present recommendations, implement programs, and strive for high retention.

The ideal candidate has 3 years of Commercial Property & Casualty experience, holds a P&C license, and demonstrates strong communication skills.

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

P&C Insurance

Client relationships

Communication skills

Microsoft Office

Internet-based tools

Team player

Licensure: P&C

Education

College degree

Tools

Sagitta

ImageRight

Job description

USI Insurance Services in Wheeling, WV seeks a Commercial Lines Account Manager to manage and coordinate service activities for mid-market clients, serving as the primary contact and maintaining strong client relationships. You will present recommendations, implement programs, and strive for high retention.

The ideal candidate has 3 years of Commercial Property & Casualty experience, holds a P&C license, and demonstrates strong communication skills.