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Aff Group Policy Serv CL


NJ - Matawan

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General description: Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Review insurance applications to ensure that all questions have been answered, compile data on insurance policy changes, change policy records to conform to insured party's specifications, compile data on lapsed insurance policies to issue reinstatements according to underwriter discretion, cancel insurance policies as instructed, and verify the accuracy of insurance company records.


  • Process, assemble and record new and renewal insurance policies.
  • Book premium, activate and deliver policies.
  • Communicate with stakeholders to obtain information or inform them about account status or changes.
  • Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Review and verify data, such as name, address, attorney roster for insurance applications and policies.
  • Modify, update, and process existing policies to reflect any change.
  • Enter data into computer for use in preparing documents and adjusting accounts.
  • Carry out other duties as assigned.
  • Complete all work assignments in accordance with written and verbal procedures.
  • Meet all qualitative and quantitative standards established to meet or exceed individual and department goals.
  • Other duties may be assigned.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • High School Degree or G.E.D. is required.
  • Prior administrative office experience in a professional environment is preferred.

 Language Ability: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.

Math Ability: Ability to work with basic mathematical concepts. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical

COMPUTER SKILLS: To perform this job successfully, an individual should have knowledge of the Microsoft Office Suite of products, including Word; Excel; and Outlook.


 OTHER SKILLS AND ABILITIES: in order to perform this job successfully:

  • Customer service orientation is required.
  • Must have excellent organizational skills and attention to detail.
  • Must be able to work independently and as part of a team
  • Must be a self starter; be able to work independently and be goal oriented.

Travel: This position requires 0% travel. Must be able to travel on all forms of transportation.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. 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 paid holiday time.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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