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Job Details

Locations
Remote- Central Time Zone
Job ID
30422

Description and Requirements

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. 

Responsibilities: 
• 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.  
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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.


Salary Range: $35,000-$40,000(depends on experience) This is a bonus-eligible position with a target incentive of 5%