Account Manager - Financial Services

Locations: TX - Dallas

Job

Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives.

• Responsible for the retention of assigned client accounts.
• Handle all aspects of Commercial Lines Property & Casualty Insurance, including 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.
• Develop and maintain working relationships with customers/prospects.
• Communicate with services and provide comprehensive account support. Ensure customer needs are met.
• Capture, assist, design, and manage the service platform.
• Respond to Underwriters questions in a timely and professional manner.
• Adhere to Commercial Lines Best Practices, including 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.

• 3+ 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 less complex commercial property and casualty accounts.
• Working knowledge of Microsoft Office suite of products.
• Strong verbal, written, and interpersonal communication skills.
• Solid problem-solving skills; ability to comprehend customer needs and recommend solutions.
• Ability to be flexible and adaptable to changing priorities and deadlines.
• Ability to work effectively in a team environment and across all organizational levels.

USI offers a comprehensive benefits package including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other employer-sponsored programs. Also provides generous paid time off, paid family leave, and paid holiday time.

• Mid-Senior level

• Full-time

• Sales and Business Development

• Insurance