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CL Senior Account Manager

Company: USI Insurance Services
Location: San Francisco
Posted on: April 2, 2024

Job Description:

General Description: Manage 20 to 40 mid-to-large sized 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 and Account Executives. 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.
    • 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.
    • 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.Knowledge, Skills and Abilities:
      • 5+ years experience in a Commercial Lines agency. College degree preferred.
      • 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.#LI-AM2#Hybrid

Keywords: USI Insurance Services, San Francisco , CL Senior Account Manager, Executive , San Francisco, California

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