General Description: Manage 20 to 30 large and/or complex Commercial Lines insurance accounts as the 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.
• With assistance from Account Representatives, prepare client applications for review.
• 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

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 work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

Job Type: Full-time

Pay: $110,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Experience:

• commercial lines: 5 years (Required)

License/Certification:

• Property & Casualty License (Required)

Ability to Commute:

• Los Angeles, CA 90071 (Required)

Ability to Relocate:

• Los Angeles, CA 90071: Relocate before starting work (Required)

Work Location: Hybrid remote in Los Angeles, CA 90071