Skip to content

Commercial Lines Associate

Alternate Locations:

CA - San Francisco

Apply now Share Share CL Acct Rep Development Program - San Francisco with Facebook Share CL Acct Rep Development Program - San Francisco with LinkedIn Share CL Acct Rep Development Program - San Francisco with Twitter Share CL Acct Rep Development Program - San Francisco with a friend via e-mail

USI Insurance is looking for talented college graduates to join our insurance brokerage and consulting teams for a unique and exciting career development experience. Participants will have exposure to the end-to-end customer continuum and learn to model the behaviors necessary to effectively partner, deliver exceptional customer experiences, and succeed in an increasingly competitive market.

The Commercial Lines Associate Program provides in-depth experiential learning to prepare associates for client-facing and customer-oriented roles in insurance. Upon completion of the training, associates join a business group where they will be further developed through mentorship by industry experts and increasing levels of responsibility.

The program also offers activities for associates to meet senior executives and network with team members. And, as a USI full-time associate you will give your time, talent, and treasure through USI Gives Back — our annual community service campaign.

What you’ll learn

  • Broad based insurance knowledge and expertise
  • Networking and relationship-building skills
  • Consulting around and discussions guiding appropriate licensing, certifications, and designations
  • Strategies to help clients protect what matters to them, and how to advocate on their behalf
  • Fundamentals of risk management
  • Individual and group assignments/projects across different offices and a variety of businesses/specialties
  • Professionalism and soft-skills development

Program Overview

You will assist in all aspects of account management including:

  • Day to day account management of a mixture of business segment clients
  • Prepare premium finance agreements and manage the process
  • Process various documents such as policy audits, endorsements, cancellations and reinstatements
  • Order various reports, loss runs, MVR’s and follow-up for their receipt
  • Assist with spreadsheets and premium allocations
  • Create loss summaries and schedules of insurance & insurance proposals
  • Participate in fulfilling client services needs such as issuing Certificates of Insurance, Evidence of Property Coverage and Auto ID Cards
  • Communicate with insurance carriers to manage client insurance programs
  • Attend internal client strategy meetings
  • 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. 


Job ID:

21270

Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com