Commercial Lines Sr. Account Manager (Construction / Heavy Equipment)

Usi Holdings Corporation - Coral Gables, FL

Full-time - Mid Level

Coral Gables, FL

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Commercial Lines Sr. Account Manager will manage a portfolio of 20 to 40 mid-to-large sized Commercial Lines insurance accounts within the Heavy Equipment / Crane and Rigging department. This role serves as the primary day-to-day contact for clients, handling new and renewal marketing, addressing inquiries, and conducting coverage reviews. The position allows for a hybrid or remote work schedule while reporting to the Coral Gables office.

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.
• Keep informed about industry information, technology and trends.

Nice-to-haves

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

Benefits

• Competitive pay and incentives.
• Employee reward and recognition programs.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial help in times of need.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.
• Medical, wellness, dental and vision insurance.
• 401(k) plan with flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.