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Premier Internal Client Support Services

Location:

WA - Seattle

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021)
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row
  • Forbes Best Large Employers in America (2018-2019)
  • Ranked as one of Forbes Best Large Employers in America (2018-2019)

General Description:   

Responsible for managing day to day activities required to support PR Region of Account Managers by managing incoming mail, providing new business support and maintaining the integrity of the client’s electronic files.  Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. 

Responsibilities:

  • Resource in coordinating the service for existing clients through rating, quoting, mail processing and management of the electronic client file
  • Respond to internal servicer requests for information, documents, and general inquiries for summaries of Insurance and Renewal Proposals
  • Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner as requested by management
  • Assist managers with special projects, as needed
  • 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
  • Work within USI Personal Lines Initiatives to quote with carriers that offer download, service centers and download
  • Maintain good relationships with markets through fair and consistent treatment
  • Manage or assist in book transfers
  • Perform underwriting review and maintain consistent and accurate coding for new business clients and policies

Knowledge, Skills and Abilities:

  • 1-3 years experience in Personal Lines Insurance
  • High School Graduate
  • College degree preferred, but not required
  • Strong written, oral and interpersonal communication skills
  • Ability to carry out tasks with many concrete and abstract variables
  • Must be comfortable with internet-based programs as well as intermediate knowledge of Microsoft office products
  • Knowledge of Sagitta/WorkSmart preferred, but not required.
  • Ability to work in a fast-paced environment with a high degree of accuracy
  • Set priorities and manages workflow 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

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including a telephone/headset, computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing, bending and typing.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend

·         Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend

·         Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting


GLDR


#LI-AG1


#LI-Hybrid

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.


Job ID:

24106

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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