Sr. Insurance Assistant - Financial Services - TX - Dallas - 32009 - USI Insurance

Job Details

Locations

TX - Dallas

Job ID

32009

Description and Requirements

General Description: Under limited supervision, provide day-to-day administrative and technical support. Assist Underwriters or Account Executives coordinate underwriting or customer service processes for assigned program(s).

Responsibilities:

• Review and process applications for new and renewal business.

• Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.

• Prepare and/or review and analyze technical documents to assure accuracy and completeness.

• Input and maintain accuracy and completeness of policy management systems and files.

• Invoice and track receivables. Assist with resolving accounting discrepancies as needed.

• Prepare premium finance agreements and manage the process as needed.

• Assist in development of presentations to customers and prospects.

• Assist with developing and implementing claims handling instructions and loss control programs.

• Order various reports, loss runs, MVR’s and follow-up for their receipt.

• Handle or refer underwriters’ questions, when requested.

Knowledge, Skills and Abilities:

• 2 years + of insurance experience.

• High school diploma or graduate equivalent degree required.

• 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 be flexible and adaptable to changing priorities and deadlines.

• Ability to follow policies, procedures, and regulations.

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.