CL Account Manager

Usi Holdings Corporation - Woburn, MA

Full-time - Senior

Woburn, MA

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Account Manager at USI Holdings Corporation is responsible for managing a portfolio of 20 to 40 mid-to-large sized Commercial Lines insurance accounts. This role serves as the primary client contact, handling new and renewal marketing, addressing client inquiries, and conducting coverage reviews. The Account Manager collaborates with Sales Executives and Account Executives to provide exceptional service and technical expertise to clients, ensuring their insurance needs are met effectively.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines clients.
• Provide insurance technical expertise to clients and other members of the Account Management team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
• Prepare client applications for review with assistance from Account Representatives.
• 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.
• Negotiate 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.
• Regular in-person attendance at face-to-face client meetings.

Requirements

• 5+ years experience in a Commercial Lines agency.
• Strong understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Able to work in a fast-paced, team environment with minimal instruction.

Nice-to-haves

• College degree preferred.
• Keep informed about industry information, technology and trends.

Benefits

• Wellness program
• Health savings account
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Family leave
• Vision insurance
• Life insurance