Personal Risk Internal Client Support Services

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 five years in a row (2018-2022).

• 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.

• 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. Advanced knowledge of Excel preferred, but not required. Knowledge of Sagitta/WorkSmart preferred, but not required.
• Ability to work in a fast paced environment with a high degree of accuracy.
• Sets priorities and manages work flow 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.