Client Manager

USI Insurance Services - Meriden, CT

Posted 854 days ago
  • Experience
    Associate
  • Job function
    Customer Service
  • Employment type
    Full-time
  • Industry
    Insurance
  • Job ID
    3061047

This is a preview of the Client Manager job at USI Insurance Services. To view the full job listing, join LinkedIn - its free!Join LinkedIn - its free!

About this job

Job description

USI CT is looking for an Client Manager to join the Public Entity team in the Meriden, CT office.



Primary Responsibilities include:

 

Provide technical expertise in coordinating the inside 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.

 

Respond to customer requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty insurance. Occasional outside service visits to the client may be required.

 

Respond to underwriters questions in an effective and timely manner.

 

Maintain quality controls on renewal expirations and binders. Identify policies requiring renewal attention; contact client for updated information.

 

Provide quotations for additional lines of insurance on existing accounts, renewals, and endorsements. Prepare applications/submissions to insurance companies for new and renewal business.

 

Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all parties involved. Maintain a high degree of accuracy in agency management system and document management system.

 

 

Experience/Specifications:

 

Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy and team work.

 

Must be detail oriented, organized, and able to perform at an intermediate math level.

 

Strong written, oral, and interpersonal communication skills.

 

Ability to analyze problems and make decisions based on regulations and procedures in place.

 

Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft Office products. Knowledge of Sagitta is not required, but is preferred.

 

1-5 years experience in Commercial P&C Insurance Agency along with comprehensive understanding of all Commercial P&C coverages and rating concept. College degree preferred, but not required.

 

Must hold state Property & Casualty Brokers License or willing to obtain one within an agreed upon timeframe.

 

Compensation commensurate with related industry experience

 

Prefer local candidates. No phone calls please

 

USI offers a competitive salary a benefits package 

 

USI Holdings Corporation is an Equal Opportunity Employer and

values diversity in the workplace

 

Desired Skills and Experience

Experience/Specifications:

 

Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy and team work.

 

Must be detail oriented, organized, and able to perform at an intermediate math level.

 

Strong written, oral, and interpersonal communication skills.

 

Ability to analyze problems and make decisions based on regulations and procedures in place.

 

Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft Office products. Knowledge of Sagitta is not required, but is preferred.

 

1-5 years experience in Commercial P&C Insurance Agency along with comprehensive understanding of all Commercial P&C coverages and rating concept. College degree preferred, but not required.

 

Must hold state Property & Casualty Brokers License or willing to obtain one within an agreed upon timeframe.

 

Compensation commensurate with related industry experience

 

Prefer local candidates. No phone calls please

 

USI offers a competitive salary a benefits package 

 

USI Holdings Corporation is an Equal Opportunity Employer and

values diversity in the workplace

.

About this company

USI Insurance Services

USI Holdings Corporation and its subsidiaries distribute property and casualty insurance and employee benefits products primarily to business clients and individuals in the United States. It operates in two segments, Insurance Brokerage and Specialized Benefits Services. The Insurance Brokerage segment provides property and casualty insurance products, including commercial property and general commercial liability, workers’ compensation, surety bonds, professional liability products, and personal lines; and employee benefits products and related services, such as individual and group medical, life, disability, and dental insurance. It also offers association and other endorsed products through various affinity marketing channels; and specialty wholesale insurance products, such as pharmaceutical product liability, professional liability, long-term care, and non-standard physicians coverage through other insurance brokers. In addition, this segment provides retirement products, which include a range of consulting and administration services related to retirement plans and employee benefit plans; and other related products and consulting services, including life and disability insurance, annuities, and estate planning. The Specialized Benefits Services segment sells workplace benefits insurance products and services; and provides enrollment and communication services related to employee benefits. The company sells its products and services directly, as well as through professional associations and affinity groups, and other insurance brokers. Founded in 1994, USI is a leading distributor of insurance and financial products and services to businesses throughout the United States. USI is headquartered in Briarcliff Manor, NY, and operates out of 80 offices in 23 states. USI is a portfolio company of Goldman Sachs Capital Partners, a private equity affiliate of Goldman Sachs & Co. Additional information about USI may be found at www.usi.biz.

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