Sr Account Manager - MedMal

USI Insurance Services; Pennsylvania; On-site; USD 65,000 - 90,000; Full time

Job summary

USI Insurance Services in Pennsylvania is seeking an experienced Account Manager to provide independent day-to-day management of moderately complex commercial property and casualty accounts. The role covers marketing, coverage reviews, client questions, and risk management alignment.

You will build consultative partnerships with customers, develop service plans, and handle all aspects of Commercial Lines P&C insurance, including renewals and proposals.

Qualifications

• 5+ years of insurance experience.
• High school diploma or graduate equivalent degree required.
• For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
• Experience managing moderately complex commercial property and casualty accounts.
• Experience developing and maintaining strong working relationships with customers and prospects.
• Experience effectively marketing to carriers and customers.
• Working knowledge of Microsoft Office suite of products.
• Excellent verbal, written, and interpersonal communication skills.
• Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
• Ability to work effectively in a team environment and across all organizational levels.

Responsibilities

• Work at a strategic level to develop and retain consultative partnerships with customers/prospects.
• Develop, implement, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.
• Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.
• Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.
• Prepare proposals and summaries of insurance as needed.
• Manage or direct client accounts/relationships. Ensure retention, growth of book of business, and that customer needs are met.
• Provide technical support to Program Managers or Account Executives. Includes analyzing client needs, coverage forms, and quotations.
• Respond to Underwriters questions in a timely and professional manner.
• Respond to client requests for information, documents, and general insurance inquiries.
• Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
• Maintain a high degree of accuracy in agency management and document management systems.
• Identify exposure to loss and recommend appropriate coverages.
• Provide work direction to less experienced staff as needed.

Skills

Insurance knowledge

Customer service

Communication skills

Microsoft Office

Team collaboration

Problem solving

Relationship building

Underwriting support

Education

High school diploma or GED

Job description

General Description:

Provide independent and proactive day-to-day account management of moderately complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.

Responsibilities:

• Work at a strategic level to develop and retain consultative partnerships with customers/prospects.


• Develop, implement, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.


• Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.


• Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.


• Prepare proposals and summaries of insurance as needed.


• Manage or direct client accounts/relationships. Ensure retention, growth of book of business, and that customer needs are met.


• Provide technical support to Program Managers or Account Executives. Includes analyzing client needs, coverage forms, and quotations.


• Respond to Underwriters questions in a timely and professional manner.


• Respond to client requests for information, documents, and general insurance inquiries.


• Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.


• Maintain a high degree of accuracy in agency management and document management systems.


• Identify exposure to loss and recommend appropriate coverages.


• Provide work direction to less experienced staff as needed.

Knowledge, Skills and Abilities:

• 5+ years of insurance experience.


• High school diploma or graduate equivalent degree required.


• For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.


• Experience managing moderately complex commercial property and casualty accounts.


• Experience developing and maintaining strong working relationships with customers and prospects.


• Experience effectively marketing to carriers and customers.


• Working knowledge of Microsoft Office suite of products.


• Excellent verbal, written, and interpersonal communication skills.


• Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.


• Ability to work effectively in a team environment and across all organizational levels.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer 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.