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Personal Risk Shared Services Operations Representative


Remote- Central Time Zone

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General Description:   Responsible for the accurate and timely handling of various PRS client transactions including summaries of insurance, endorsements processing and verification endorsement issuance.  Requires attention to detail supporting our Premier and Preferred account managers in maintaining the integrity of the clients’ electronic files.   Individual must have the ability to work task assigned in team environment, meeting deadlines, and contributing to the overall success of National Shared Services.


  • Provide prompt, knowledgeable service of requested policy transactions accessing carrier systems to process requests received.
  • Maintain transaction documentation of client files in Sagitta and ImageRight in accordance with Workflow standards.
  • This may involve data entry of account information into Sagitta, checking information received against data already entered via carrier download, and/or cross checking information against carrier system.
  • Prioritize daily allocation of work based on time sensitivity of documents and determine appropriate action to be taken.
  • Meets or exceeds individual daily processing requirements and monthly accuracy goals.
  • Assist with special projects as needed and directed by manager.

Knowledge, Skills and Abilities:

  • Agency/Broker experience preferred.
  • College degree preferred, but not required.
  • Effectively handle tasks which require the use/interaction with multiple software applications
  • Strong written, oral and interpersonal communication skills.
  • Knowledge of Personal Risk carrier systems processing.
  • Knowledge of Sagitta/WorkSmart preferred, but not required.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • 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.



Salary range $42,000- $45,000.  This is a bonus-eligible position with a target incentive of 5%.  

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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