CL Sr Account Manager

USI Insurance Services-posted about 2 months ago
$83,600 - $120,750/Yr
Full-time • Mid Level
Braintree, MA
5,001-10,000 employees
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Manage 20 to 40 mid-to-large sized 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.

  • 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.
  • Regular in-person attendance at face-to-face client meetings.
  • 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.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Able to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology and trends.
  • Industry designation such as ARM, CIC, CPCU preferred
  • Knowledge of Sagitta / ImageRight preferred, but not required.
  • 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.
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