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Insurance Assistant


NJ - Matawan

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General Description: Under general supervision, assist management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects. 

Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
Verify, invoice, and process insurance policies, endorsements and/or claims. 
Maintain accuracy and completeness of customer database on agency management system. 
Process routine to complex transactions. 
Process and revise draft insurance proposals or quotes.  
Proofread documents for accuracy and completeness.
Answer incoming calls.
Open, date stamp, process in-coming mail, and sort outgoing mail. 
Administer claim reports. 
Review expiration lists. 
May issue binders, policies, and endorsements as directed.  
Create and maintain files according to policies and procedures guidelines. 
Prepare or request loss summaries and/or detailed insurance summaries. 
Assist in reconciliation of accounts receivable by account. 

Knowledge, Skills and Abilities:
1 year + of customer service experience. 
High school diploma or graduate equivalent degree required. 
Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.  
Working knowledge of Microsoft Office suite of products. 
Ability to navigate multiple computer systems and applications. Utilize search tools to find information.  
Analytical ability with high attention to detail and accuracy. 
Strong verbal, written, and interpersonal communication skills.  
Strong organizational, multi-tasking, and prioritizing skills. 
Ability to work effectively in a team environment and across all organizational levels.  
Ability to follow policies, procedures, and regulations.  
Why USI?
Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs? Look no further than USI!

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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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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