Sr Account Manager - Commercial Lines

USI Insurance Services; Raleigh (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Paid holidays

Job summary

USI Insurance Services in Raleigh, NC is seeking a mid‑level Commercial Lines Account Manager to serve as the day‑to‑day contact for 30–50 middle‑market accounts. You will manage marketing for new and renewal business, field client questions, and assist Sales Executives and Account Executives in servicing and strategy.

Ideal candidates have 2–5 years’ experience in Commercial Lines, a solid knowledge of Property & Casualty, and a license or willingness to earn one; industry designations such as

Qualifications

• 2–5 years experience in Commercial Lines agency.
• Strong understanding of Property & Casualty insurance.
• 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.

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.
• With assistance from Account Representatives, prepare client applications for review.
• 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.
• Occasional in-person attendance at face-to-face client meetings.

Skills

Commercial Lines

Client management

Negotiation

Microsoft Office

License-ready

Education

Bachelor's degree preferable

Tools

Sagitta

ImageRight

Job description

Manage 30 to 50 middle‑market Commercial Lines insurance accounts as the day‑to‑day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives and Account Executives.

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.
  • With assistance from Account Representatives, prepare client applications for review.
  • 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.
• Occasional in‑person attendance at face‑to‑face client meetings.

Knowledge, Skills and Abilities

• 2‑5 years experience in a Commercial Lines agency. College degree preferred.
• Strong understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance 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.

Benefits

USI offers 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.