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Commercial Lines Assistant Account Manager


VA - Falls Church

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USI Insurance Services (USI) is currently seeking a Rock Star Administrative Assistant to join our growing Commercial Lines Division in our Falls Church, VA office! The Administrative Assistant will provide administrative and office support to a highly successful Commercial Lines sales team, & the Administrative Assistant will play a vital role in the overall success of the Commercial Lines Department! This is a great opportunity to get your foot in the door with one of the Nation's largest insurance brokerage firms & we are looking to hire our next team member ASAP!



  • Participate in basic client services such as issuing Certificates of Insurance, Evidence of Property Coverage and Auto ID Cards.
  • Supports general business operations through the completion of administrative tasks such as preparation and editing of presentations, proposals and correspondence.
  • Scanning duties may include certificates, account profiles, or mailings; scan Property & Casualty (P&C) material.
  • Set up and coordinate meetings and conferences.
  • Ensures important office services information is communicated to staff and other appropriate internal and external contacts; ensures that communication channels are established and used so that important information is exchanged as needed.
  • At the Account Manager's direction, order various endorsements from carriers, confirm changes to client, follow-up for receipt of endorsements, verify their accuracy and deliver to client with appropriate correspondence.
  • Process various documents such as policy audits, cancellations and reinstatements.
  • Order various reports, loss runs, MVR's and follow-up for their receipt.
  • Assist with spreadsheets and premium allocations, when requested.
  • Prepare premium finance agreements and manage the process.
  • Prepare summaries of insurance, when requested.
  • Assist in invoicing documents including installment plans and multi-client invoicing.
  • Assist in resolution of commission differences.
  • Handle or refer underwriters' questions, when requested.
  • Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems.
  • Other projects, as needed by Sales Executive or Account Manager.

Knowledge, Skills and Abilities:

  • Must have experience with administrative and office management. Insurance industry experience is preferred.
  • High School Diploma or GED required; college degree preferred.
  • Active Property & Casualty insurance license preferred or willing to obtain one within an agreed upon timeframe.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
  • Knowledge of clerical and administrative procedures.
  • Knowledge of consumer service practices and principles.
  • Good interpersonal skills and ability to work in a team environment.
  • Must have great customer service skills and attention to detail with high quality standard.
  • Eager to learn new concepts and further professional development.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Why USI?

  • USI is a leading national middle market broker with nearly $1.0 billion in revenue and over 4,400 professionals in more than 140 offices across the United States. As a private company, over 400 of our associates are proud owners and this has helped create a culture of collaboration and innovation.
  • USI is recognized nationally as a top 10 leader in insurance brokerage and consulting and uniquely derives comparable percentages of our revenue from Property/Casualty and Employee Benefits.
  • Additional information about USI may be found at

If you are interested in learning more about our exciting and rewarding career opportunities please apply here or contact Amber Bell (Sr. Talent Acquisition Consultant) directly at 914-749-8537 or




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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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