Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is an insurance brokerage and consulting firm seeking a Personal Lines Account Manager to support client accounts in its Customer Care Center. The role provides service, sales, retention, policy review, marketing, quoting, claims assistance, and account coordination while meeting service standards and maintaining accurate records.
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 in accordance with the objectives and procedures based on USI Core Values and Standards
- 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 (when necessary) for specialty markets and facilitate prompt response from carrier
- Work within the USI Personal Risk initiatives included, but not limited to, placing business in and utilizing carrier service centers, direct bill and download where ever possible
Skills
- 2-5 years experience in Personal Lines Property & Casualty Insurance Agency along with a thorough understanding of all Property & Casualty insurance coverages, underwriting and rating concepts
- High School Graduate
- Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon 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
- Ability to work in a team environment
- College degree preferred, but not required
- Ideally (but not required) hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses
- Knowledge of Sagitta/WorkSmart preferred, but not required
Benefits
- Competitive pay
- Incentives
- Employee reward and recognition programs
- Summit Awards program, rewarding excellence
- Award-winning wellness program
- College scholarships for associates' children
- Financial help in times of need
- Curated education and training resources
- Employee support programs
- Medical benefits
- Wellness benefits
- Dental benefits
- Vision benefits
- 401(k)
- Flexible spending accounts
- Health savings accounts
- Short- and long-term disability benefits
- Life insurance
- Other employer-sponsored and voluntary programs
- Generous paid time off policy
- Paid family leave benefit
- Paid holiday time
- 5% Bonus
Company Overview