USI Insurance

General Description: Assist the Account Management team in servicing and retention of accounts.

Responsibilities:

· Provide internal assistance to Account Managers.

· Handle all product implementation paperwork with carriers.

· Request, review, and coordinate updates. Track client plan documents such as booklets, contracts, SPDs, etc.

· Assist Account Managers with the preparation of materials for client meetings and renewals.

· Track and manage compliance documents as needed.

· Assist with enrollment and billing issues as needed.

· Maintain accurate client and team information in agency management systems. Maintain client documents in system and shared drive.

· Gather renewal information and assemble applications and schedules for Account Management team.

· Assist Account Management team in delivering client service and meeting client retention goals.

· Prepare draft client communication materials. Includes guides, Brainshark’s, and education PowerPoints.

· Keep current on industry information, technology, and trends.

Knowledge, Skills and Abilities:

· Prior customer service experience and insurance industry knowledge preferred, but not required.

· High School Graduate, 4-year college degree preferred.

· Must currently hold or be willing to earn a life and disability insurance license.

· Develop and maintain excellent carrier relationships.

· Ability to work in a team environment.

· Ability to set priorities and manage deadlines.

· Ability to define problems and generate potential solutions.

· Eager to learn new concepts and further professional development.

· Detail oriented and prioritizes accuracy.

· Ability to carry out multiple tasks with both concrete and abstract variables.

· Ability to establish effective working relationships with internal partners, clients, and carriers.

· Comfortable with internet-based programs as well as knowledge of Microsoft Office product