General Description :
Consultative account management partner for Commercial Lines (Select) client accounts of $2,500 - $20,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs.
Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in new business sales opportunities.
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.
- Manage client account in accordance with USI guidelines and key performance indicators.
- Keep current on industry information, technology, and trends.
- Mentor more junior members of the Select Commercial Lines team.
Knowledge, Skills, and Abilities :
- 3-5 years + of experience in a Commercial Property & Casualty insurance agency.
- College degree preferred.
- Strong understanding of Property & Casualty insurance.
- 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 conduct complex tasks with many concrete and abstract variables.
- Proven ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.
- Strong written, verbal, and interpersonal communication skills.
LI-CG1
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