Commercial Lines Account Manager
Company: USI Holdings Corporation
Posted on: May 6, 2021
General Description: Responsible for the retention of assigned
client accounts. Responsible for independently and proactively
managing client accounts. Activities include, but not limited to
new and renewal marketing, handling client questions and requests,
and coverage review. Responsibilities may include aiding Sales
Executives and Account Executives, if applicable. Required to
perform essential functions and meet service standards and Best
Practices developed by USI. Responsibilities: Maintain 92%
retention of Client Accounts. Provide technical expertise
(knowledge of insurance coverages and products, staying abreast on
industry updates and changes) to Sales Executive/Account
Executive(s); specifically in analyzing client needs, coverage
forms and quotations during the sales process on new and renewal
business. Provide technical expertise (knowledge of insurance
coverage and products, staying abreast on industry updates and
changes) with service of new and existing clients through
cross-selling opportunities, account development, execution of
client requests and problem solving in accordance with the
objectives and procedures based on USI Core Values and Standards.
Capture, assist, design and manage the service platform. Handle all
aspects of Commercial Lines Property & Casualty Insurance.
Occasional outside service visits, to the client, may be required.
Expertise in understanding the USI ONE Advantage; Stewardship
process; and deliverables identified via the USI Omni engine.
Contribute information and ideas during strategy meetings. Prepare
Stewardship reports. Maintain renewal expirations, avoid any lapse
in coverage. Responsible for marketing submissions to carriers,
including application preparation, loss analysis and including
other pertinent information for professional, quality new and
renewal submissions. Submit to eligible and appropriate carriers
and follow-up to ensure timely receipt of quotes and policies.
Analyze and compare carrier quotes for proper coverages, terms and
conditions. Make insurance program recommendations. 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, changes to
coverage and other related items. Prepare proposals and summaries
of insurance, as needed. Maintain a high degree of accuracy in
agency management and document management systems. Adhere to
Imageright workflows. Provide direction to clients in submitting
first reports of claims, facilitate prompt response from carrier.
Identify exposure to loss and recommend appropriate coverage's in
coordination with Sales Executive/Account Executive(s). Direct work
to Processors and Assistants. Other projects or duties, as
needed.Knowledge, Skills and Abilities: 3-5 years experience in
Commercial Property & Casualty Insurance Agency along with
comprehensive understanding of all Property & Casualty insurance
coverages, underwriting and rating concepts. High School Graduate.
College degree preferred, but not required. Must hold state
Property & Casualty insurance license or willing to obtain one
within an agreed upon timeframe. Hold an industry designation such
as ARM, CIC, CPCU or expected to further industry knowledge through
courses with intent to pursue an industry designation. Ability to
carry out complex tasks with many concrete and abstract variables.
Must be comfortable with internet based programs as well as
intermediate knowledge of Microsoft office products. Knowledge of
Sagitta/ImageRight preferred, but not required. Ability to work in
a fast paced environment with minimal instruction and a high degree
of accuracy. Sets priorities and manages work flow to ensure
efficient, timely and accurate processing of transactions and other
responsibilities. Maintain a cordial and effective relationship
with clients, co-workers, carriers, vendors and other business
contacts. Ability to work in a team environment. Keep informed
regarding industry information, new product information,
legislation, coverages and technology to continuously improve
knowledge and performance. Interact with others effectively by
utilizing good communication skills, cooperating purposefully and
providing information and guidance, as needed, to achieve the
business goals of the company.*LI-CG1GDUSICGJob ID: 21542
Keywords: USI Holdings Corporation, Minneapolis , Commercial Lines Account Manager, Executive , Minneapolis, Minnesota
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