General Description:
Manage 20 to 40 mid-to-large sized Habitational 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. The Senior Account Manager will service a book of high-rise condominiums in South Florida. This position is based in the Coral Gables office with the opportunity for a hybrid or remote basis.
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.
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support:
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.
Industry-Leading Programs, Rewards, and Recognition:
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.
Deep Community Engagement:
We are committed to giving back to our local communities and supporting a culture of environmental sustainability.
Committed to a Diverse, Equitable, and Inclusive Workplace:
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities.
Nationally Recognized as a Top Insurance Employer:
- Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for maintaining a culture of health and well-being five years in a row (2018-2022).
USI is committed to providing a full suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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