General Description: Consultative account management partner for Commercial Lines (Select) client accounts for $10,000 to $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 accounts in accordance with USI guidelines and key performance indicators.
* Manage renewal workflow for assigned book of business, avoiding any lapses 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.
* Keep current on industry information, technology, and trends.
* Mentor more junior members of the Select Commercial Lines team.
* Attend sales and marketing weekly meetings.
Knowledge, Skills, and Abilities:
* 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 designations 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.
* Strong written, verbal, and interpersonal communication skills.