Skip to content

Insurance Account Assistant (Underwriting Assistant)

Apply now Share Share 18598 Insurance Account Asst (Underwriting Assistant) with Facebook Share 18598 Insurance Account Asst (Underwriting Assistant) with LinkedIn Share 18598 Insurance Account Asst (Underwriting Assistant) with Twitter Share 18598 Insurance Account Asst (Underwriting Assistant) with Viadeo Share 18598 Insurance Account Asst (Underwriting Assistant) with a friend via e-mail
Under general supervision, responsible for routine tasks, established projects and routine problem solving in support of one or more of the following departments; commercial lines, personal lines, benefits, marketing or claims. 

Functional job responsibilities may include:
• Coordinating information flow to resolve accounting, audit, claims or underwriting questions/issues
• Verifying, invoicing and processing insurance policies, endorsements and/or claims
• Maintaining customer database on agency management system
• Processing and revising draft insurance proposals
• Proofreading documents for accuracy and completeness
• Answering incoming calls
• Opening, date stamping and processing mail
• Processing and sorting outgoing mail
• Administering claim reports
• Reviewing expiration lists and issuing necessary binders
• Maintaining files according to policies and procedures guidelines
• Preparing or requesting loss summaries
• Preparing detailed insurance summaries
• Assisting in reconciliation of accounts receivable by account
• Pursuing appropriate insurance licensing

• 1+ year of experience interacting with people or customers
• Experience performing a variety of clerical functions including photocopying, faxing, filing and data entry
• Intermediate Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Good analytical skills with high attention to detail and accuracy
• Good verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to follow policies, procedures, and regulations 

Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
We endeavor to make this site accessible to any and all users. If you would like to contact us, please email