Senior Insurance Client Retention Specialist

Usi, Inc.; Kimberly (WI); On-site; USD 65,000 - 85,000; Full time

Job summary

USI is seeking a dedicated Client Account Manager to service and manage Premier client accounts, focusing on renewal marketing, inquiries, and annual reviews. You will drive proactive engagement to maintain high retention and deliver accurate, timely support for policy changes and renewals.

Ideal candidates have up to 5 years in Personal Lines P&C, hold a valid license, and can communicate complex insurance concepts clearly while collaborating with brokers, clients, and carriers.

Qualifications

• Up to 5 years experience in Personal Lines Property & Casualty Insurance with coverage, underwriting and rating concepts.
• High School Graduate; college degree preferred, but not required.
• Must hold state Property & Casualty insurance license.
• Hold an industry designation such as ARM, CIC, CPRIA, CPCU or pursuing one.
• Strong written, oral and interpersonal communication skills.
• Knowledge of Sagitta/WorkSmart preferred, but not required.
• Ability to work in a fast paced environment with a high degree of accuracy.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Responsibilities

• Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
• Provide technical expertise with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections.
• Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment.
• Hold client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace.
• Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
• Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required.
• Maintain renewal expirations, to avoid any lapse in coverage.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.

Skills

Client management

Retention strategies

Communication skills

Team collaboration

Insurance knowledge

Education

High School diploma

College degree preferred

Property & Casualty license

Tools

Sagitta/WorkSmart

CRM systems

Job description

USI is seeking a dedicated Client Account Manager to service and manage Premier client accounts, focusing on renewal marketing, inquiries, and annual reviews. You will drive proactive engagement to maintain high retention and deliver accurate, timely support for policy changes and renewals.

Ideal candidates have up to 5 years in Personal Lines P&C, hold a valid license, and can communicate complex insurance concepts clearly while collaborating with brokers, clients, and carriers.