Commercial Lines Senior Account Representative
Location:
FL - Tampa
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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.
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