Client Services Account Manager

$53,000 - $56,000/Yr

Usi Holdings Corporation - Denver, CO

Full-time - Entry Level

Denver, CO

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Client Services Account Manager is responsible for managing the service, sales, and retention of client accounts within the Customer Care Center. This role involves marketing new and renewal policies, addressing client inquiries, and conducting policy reviews to ensure client satisfaction and adherence to company standards.

Responsibilities

• Service client accounts independently utilizing carrier websites and online rating systems.
• Provide technical expertise in coordinating the service of new and existing clients through sales, account development, and problem solving.
• Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies.
• Respond to underwriters' questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Refer clients to carriers for direct reporting of claims.
• Submit first reports of claims for specialty markets and facilitate prompt response from carrier.
• Work within the USI Personal Risk initiatives, including placing business in and utilizing carrier service centers.

Requirements

• 2-5 years experience in Personal Lines Property & Casualty Insurance Agency.
• Thorough 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 be willing to obtain one within an agreed timeframe.
• Strong written, oral, and interpersonal communication skills.
• Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.

Nice-to-haves

• Industry designation such as ARM, CIC, CPCU preferred but not required.
• Knowledge of Sagitta/WorkSmart preferred but not required.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Family leave
• Health insurance
• Health savings account
• Life insurance