Select Sr Commercial Account Manager

Job Title

Select Sr Commercial Account Manager

USI Insurance Services

Manage and coordinate service activities for commercial lines clients $5,000 in revenue and above. Serve as primary contact, responsible for developing and maintaining strong client relationships, executing marketing, analyzing options, presenting recommendations, implementing insurance programs, and maintaining 92% retention on assigned book.

• Accountable for client relationship, account retention, and developing a comprehensive insurance program.
• Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and industry trends.
• Respond to client and carrier requests within agreed time frames.
• Manage renewal workflow to avoid coverage lapses.
• Negotiate renewal and new lines with carrier underwriting guidelines.
• Prepare proposals and summaries.
• Assist clients with claims reporting.
• Adhere to credit and collection policy, invoicing and payment collection; cancel requests per standards.
• Manage client account per USI guidelines and KPIs.
• Educate and mentor Select Commercial Lines teammates.
• Keep current on industry information, technology, trends.
• Participate in virtual client meetings and occasional in-person visits as required.

• 3 years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Must hold or be willing to earn Property and Casualty insurance license.
• Hold an industry designation or be willing to further industry knowledge through courses.
• Knowledge of Sagitta/Image Right preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Proven ability to work in a fast-paced, team environment with minimal instruction and high accuracy.

Salary range: $64,000 - $91,000. Competitive pay, incentives, benefits, and recognition. USI offers a free full-suite of health, welfare and financial benefits: medical, wellness, dental, vision, 401(k), flexible spending, health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. Generous paid time off, paid family leave and paid holiday time.

Mid-Senior level

Full-time

Sales and Business Development

Insurance

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Syracuse, NY