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Description and Requirements
General Description: Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational and agency resources.
Responsibilities:
- Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
- Generate auto id’s cards upon request.
- Maintain accurate information in agency management systems.
- Request information from insurance carriers such as loss runs and endorsement changes.
- Process renewal certificates and insurance holder updates.
- Assist with online carrier rating and endorsement process.
- Assist in preparation of summary of insurance documents and finance agreements, as needed.
- Support Account Manager in preparing documents for client renewals.
- Invoice policies, including complex invoicing as assigned.
- Responsible for carrier service center book of business and escalations to Account Manager.
- Maintain regional mailbox and direct emails to appropriate resources.
- Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.
Knowledge, Skills, and Abilities:
- Minimum one-year Commercial Property & Casualty experience.
- Associate degree preferred.
- Must hold Property & Casualty insurance license.
- Able to work in a fast-paced team environment, be detail-oriented, and able prioritize work.
- Strong written, verbal, and interpersonal communication skills.
- Strong customer service skills.
- Working knowledge of internet-based programs and Microsoft Office products.
- Resourceful, eager to learn new concepts, and continue professional development.
- Open to feedback, coaching, and development.
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
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.
Salary Range: $65,000
This is a bonus-eligible position with a target incentive of 5%
Applications accepted through 07/30/2025