Commercial Lines Account Manager; Select

USI Holdings Corporation
Albuquerque, NM Full Time
POSTED ON 5/13/2024

General Description: Manage and coordinate all service activities for commercial lines clients under $20K in revenue. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business.

Responsibilities:

  • Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
  • Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
  • Respond to client and insurance carrier requests within agreed upon timeframes.
  • Manage renewal workflow for assigned book of business, avoiding any lapse in coverage. Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
  • Prepare proposals and summaries of insurance.
  • Assist clients with claims reporting.
  • Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.
  • Request cancellations in accordance with company standards.
  • Manage client account in accordance with USI guidelines and key performance indicators.
  • Educate and mentor Select Commercial Lines teammates.
  • Keep current on industry information, technology, and trends.
  • Participate in virtual client meetings and occasional in-person client visits as required

Knowledge, Skills and Abilities:

  • 2 years of experience in a Commercial Property & Casualty insurance agency.
  • College degree preferred.
  • Must hold Property and Casualty insurance license.
  • Hold an industry designation or be willing to further industry knowledge through courses.
  • Knowledge of Sagitta/ImageRight 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 a high degree of accuracy.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Supplemental pay types:

  • Bonus opportunities

Weekly day range:

  • Monday to Friday

Work setting:

  • Hybrid work
  • Office

Education:

  • Bachelor's (Preferred)

Experience:

  • property & casualty: 2 years (Required)
  • commercial insurance: 2 years (Required)

Ability to Relocate:

  • Albuquerque, NM 87109: Relocate before starting work (Required)

Work Location: Hybrid remote in Albuquerque, NM 87109

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