Strategic Commercial Lines Account Leader

USI Insurance Services; Seattle (WA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Bonus eligible (target 5%)

PTO 18 days per year

12 paid holidays

Job summary

USI Insurance Services is seeking a seasoned Commercial Lines account management professional to partner with select client accounts valued at $10,000 to $15,000 in revenue. You will market, analyze options, present recommendations, and implement programs while maintaining high retention and supporting new business opportunities.

The role requires 5+ years in a Commercial P&C agency, with a P&C license and strong communication skills.

Qualifications

• 5+ years of experience in a Commercial Property & Casualty insurance agency.
• Must hold a Property & Casualty insurance license.
• Knowledge of Sagitta/ImageRight preferred.
• Industry designation such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Able to carry out complex tasks with many concrete and abstract variables.
• Proven ability to work in a fast-paced, team environment with minimal instruction.
• Strong written, verbal, and interpersonal communication skills.

Responsibilities

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs based on USI’s proprietary solution set.
• Provide advanced technical expertise to clients and prospects.
• Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Responsible for marketing and placement of client insurance renewals.
• Determine most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Develop strong relationships with insurance carriers to negotiate on client’s behalf.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.
• Request policy cancellations in accordance with company standards.
• Keep current on industry information, technology, and trends.
• Mentor more junior members of the Select Commercial Lines team.
• Attend sales and marketing weekly meetings.

Skills

Commercial P&C experience

P&C license

Communication skills

Microsoft Office

Sagitta

ImageRight

ARM/CIC/CPCU preferred

Analytical thinking

Team collaboration

Tools

Sagitta

ImageRight

Job description

USI Insurance Services is seeking a seasoned Commercial Lines account management professional to partner with select client accounts valued at $10,000 to $15,000 in revenue. You will market, analyze options, present recommendations, and implement programs while maintaining high retention and supporting new business opportunities.

The role requires 5+ years in a Commercial P&C agency, with a P&C license and strong communication skills.