Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. As a Personal Lines Account Manager, you will be responsible for servicing, retaining, and supporting the sales of Personal Risk client accounts, managing inquiries, and ensuring clients receive exceptional service and support.
Responsibilities
- Handle a high volume of inbound calls and participate in the daily rotating call queue
- Independently service client accounts using carrier websites and online rating systems
- Provide technical expertise in servicing new and existing clients through account development, problem-solving, and sales support aligned with USI Core Values
- Respond to client requests and insurance inquiries across all Personal Lines Property & Casualty coverages
- Prepare and submit applications for new business and remarketing to carriers, and follow up to ensure timely quotes and policy issuance
- Respond to underwriters’ questions in a timely and professional manner
- Maintain accurate client files and documentation per company workflows and best practices, ensuring data integrity in agency management systems
- Refer clients to carriers for direct claim reporting and submit first reports for specialty markets when needed
- Stay current on industry developments, new products, legislation, coverages, and technology
Skills
- 2-5 years of experience in Personal Lines Property & Casualty insurance with a comprehensive understanding of coverages, underwriting, and rating concepts
- High School diploma or equivalent required; college degree preferred
- Must hold a Property & Casualty insurance license or obtain within an agreed timeframe
- Excellent written, verbal, and interpersonal communication skills
- Proficiency with internet-based programs and Microsoft Office; knowledge of Sagitta/WorkSmart is a plus
- Ability to work autonomously in a fast-paced environment with accuracy and attention to detail
- Strong organizational skills to prioritize and manage workflow efficiently
- Industry designations such as ARM, CIC, CPCU are preferred
Benefits
- 5% Bonus
- Competitive pay, incentives, and benefits
- Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
- Award-winning wellness program
- College scholarships for associates' children
- Financial help in times of need
- A full-suite of competitive benefits for our growing population and its diverse needs
- 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
- Generous paid time off policy
- Paid family leave benefit
- Paid holiday time
Company Overview
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is https://www.usi.com/.