CL Account Representative
Location:
CA - Rancho Cordova
Apply nowAt USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.
Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Industry-Leading Associate Rewards and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.
Committed to a Diverse and Inclusive Work Environment
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.
Nationally Recognized as a Top Insurance Workplace
- Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
- Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).
General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients.
Responsibilities:
- Provides internal assistance to 2-4 Commercial Lines Account Managers.
- Processes client policies, endorsements, audits, cancelations, and restatements.
- Review commercial lines insurance policies to ensure accuracy.
- Maintains accurate information in agency management systems.
- Requests information from insurance carriers such as loss runs and endorsement changes.
- Processes renewal certificates and insurance holder updates.
- Assists in preparation of summary of insurance documents and finance agreements, as needed.
- Assists Account Manager in preparing documents for client renewals.
- Assists in invoicing clients, including complex client invoicing.
- Assists Account Management team in delivering client service and meeting client retention goals.
Knowledge, Skills and Abilities:
- Entry-level position; college degree preferred
- Must be willing to earn Property & Casualty insurance license
- Detail-oriented and prioritizes accuracy
- Comfortable with internet-based programs and Microsoft Office products
- Ability to work in a team environment
- Resourceful, eager to learn new concepts and further professional development
- Open to feedback and coaching
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. Salary Range $50,000-$70,000 depending on experience.
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