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Account Manager

Company: USI Holdings Corporation
Location: Rancho Cordova
Posted on: May 26, 2023

Job Description:

General Description: Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives.
---Responsible for the retention of assigned client accounts.
---Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.
---Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.
---Prepare proposals and summaries of insurance as needed.
---Develop and maintain working relationships with customers/prospects.
---Communicate with services and provide comprehensive account support. Ensure customer needs are met.
---Capture, assist, design, and manage the service platform.
---Respond to Underwriters questions in a timely and professional manner.
---Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
---Maintain a high degree of accuracy in agency management and document management systems.
---Identify exposure to loss and recommend appropriate coverages.
---Provide work direction to less experienced staff as needed.
Knowledge, Skills and Abilities:
---3 years + of insurance experience.
---Must hold state Property & Casualty insurance license.
---High school diploma or graduate equivalent degree required.
---Experience managing less complex commercial property and casualty accounts.
---Working knowledge of Microsoft Office suite of products.
---Strong verbal, written, and interpersonal communication skills.
---Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
---Ability to be flexible and adaptable to changing priorities and deadlines.
---Ability to work effectively in a team environment and across all organizational levels.
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. Salary Range $50,000 - $60,000.
Job ID:

Keywords: USI Holdings Corporation, Rancho Cordova , Account Manager, Executive , Rancho Cordova, California

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