General Description: Responsible for servicing and managing accounts on an as needed basis. Support regional teams when there are open positions or extended leaves.

Responsibilities:

Identify account development and/or new exposures. Review expiration list and assist with security renewal coverages. Update agency management systems with required file documentation.Meet service standards and Best Practices developed by USI.Maintain up to date Tasks on assigned book following up on all open itemsAssist with remarketing and quoting additional lines as needed.Issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.Respond to underwriters’ questions in a timely and professional manner.Maintain a high degree of accuracy in agency management and document management systems.Help prompt response from carrier.Perform monthly account review audits.       Additional projects as assigned.

Knowledge, Skills and Abilities:

5+ years experience in Personal Lines Property & Casualty Insurance. Comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.Personal Risk experience as an account manager or leader. High-net worth and Middle Market experience.Deep knowledge of high-net worth carriers – Chubb, AIG, PURE, Cincinnati, Nationwide PCGHigh School Graduate. College degree preferred, but not required.Must hold state Property & Casualty insurance license Hold an industry designation such as CIC, CPRIA, CPRM, CPCU or intend to pursue designation. Expected to further industry knowledge through courses.Strong written, oral and interpersonal communication skills.Knowledge of Sagitta/WorkSmart preferred, but not required.Able to work in a fast-paced, team environment with minimal instruction.Keep informed about industry information, technology and trends.
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