Support Services Person ll

Client Account Manager

Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.

Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.

Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.

Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain a high degree of accuracy in agency management and document management systems.

Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.

Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.

High School Graduate. Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

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. USI ONE Advantage® delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition.

USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we're working together as ONE to build a better future.

Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 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 12 paid holidays.

This is a bonus eligible position with a target incentive of 5%. Applications will be accepted on an ongoing basis.