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CL Sr Account Representative

Location:

MA - Needham, MA - Woburn

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

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 dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity 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

USI has been recognized as one of:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description:  Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities.

Responsibilities:

  • Provides internal assistance to 2-4 Commercial Lines Account Managers.
  • Processes client policies, endorsements, audits, cancelations, and reinstatements.
  • Audits insurance policies documents and works with to Account Manager to correct inaccuracies.
  • Produces schedules and summaries of insurance.
  • Issues renewal and new certificates of insurance.
  • Maintains accurate information in agency management systems.
  • Completes accounting-related transactions including complex and multi-client invoicing.
  • Gathers renewal information and assembles applications and schedules for Account Management team.
  • Assists Account Management team in delivering client service and meeting client retention goals.
  • Gains exposure to Account Management job activities.

Knowledge, Skills and Abilities:

  • 1-2 years experience in a Commercial Lines agency. College degree preferred.
  • Early intermediate understanding of Property & Casualty insurance.
  • Must hold or be willing to earn Property & Casualty insurance license.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge of Sagitta / ImageRight preferred, but not required.
  • Able 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.


Job ID:

22929

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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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