Personal Risk Associate

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 9,000 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 (2018-2022).

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: The Personal Risk Associate Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Participants receive intensive training and career development from a structured, two-year curriculum, supported and delivered by a dedicated team of insurance educators and subject matter experts. As a new USI associate, you will gain practical experience helping local employers with their insurance needs with mentorship support from regional and national industry experts. As you gain confidence and understanding of the industry and USI’s approach, you will receive new assignments with increasing levels of responsibility.

What You’ll Learn

• The USI process, developed from over 500,000 client experiences and industry best practices.

• Foundational insurance coverages, program design, and risk management strategies in preparation for obtaining your personal lines agent’s license.

• The role of an insurance broker and current industry challenges.

• Effective negotiation and client-advocacy skills, and the ability to provide proactive, consultative service.

Program Overview: The Personal Risk Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience.

• Training: Hands On

• Months 1-3: 100% training

• Months 4-6: 50% training; 50% fieldwork

• Months 7-18: 20% training; 80% fieldwork

• Networking and relationship-building skills

You will assist in all aspects of account management including:

• Assist 2-4 account managers with day-to-day account management. Help deliver client service and meet retention goals.

• Process incoming mail within document management system.

• Participate in basic client services such as issuing Evidence of Property Coverage and Auto ID Cards.

• Process policies, endorsements, cancellations, and reinstatements. Includes reviewing for accuracy according to USI standards.

• Maintain client files accurately and consistently. Ensure documentation of files is in accordance with company workflows, procedures, and best practices.

• Maintain a high degree of accuracy in agency management and document management systems.

• Prepare client deliverables and documents for client renewals.

Knowledge, Skills and Abilities:

• Associates Degree Required

• Must obtain Personal Lines Agent license within an agreed upon timeframe.

• Open to feedback and coaching.

• Strong verbal, written, and interpersonal communication skills.

• Ability to work in a team environment.

• Detail oriented with great customer service skills.

• Comfortable with internet-based programs and Microsoft Office products.

• Eager to learn new concepts and further professional development. Expected to further industry experience through courses with intent to pursue an industry designation.

• Ability to set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions.

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 telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.

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.

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 12 paid holidays.

Salary Range: $55,000

This is a Paid Time Off/Sick Leaver eligible position, 18 days per year

This is a bonus eligible position with a target incentive of 5%

Job ID:

26058

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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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