General Description: Manage 20 to 30 large and/or complex Commercial Lines insurance accounts as day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.

Responsibilities:

• Provide proactive, personalized support to assigned high-touch, complex Commercial Lines clients.
• Provide insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
  • Determine most-appropriate carriers for market pricing.
  • Analyze and compare carrier quotes and coverage offerings.
  • Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Complex negotiation with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross-selling initiatives and develop customer accounts.
• Represent client interests in internal USI account strategy meetings.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
• Regular carrier interaction and frequent face-to-face meetings with underwriters.
• Keep current with industry information, technology, and trends.

Knowledge, Skills and Abilities:

• 10 years experience in a Commercial Lines agency.
• College degree preferred.
• Expert understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU strongly preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Strong communication and negotiation skills.
• Able to carry out complex tasks with many concrete and abstract variables.
• Able to work in a fast-paced, team environment with minimal instruction.