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Insurance Account Assistant


TX - Houston

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General Description:  Under limited supervision, provides day-to-day administrative and technical support to an assigned program or programs. Coordinates underwriting or customer service processes for assigned program(s) in close coordination with Account Executive or Underwriters. 


  • Review and process applications for new and renewal business. 

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

  • Prepare and/or review and analyze technical documents to assure accuracy and completeness. 

  • Input and maintain accuracy and completeness of policy management systems and files. 

  • Invoice and track receivables, may assist with resolving accounting discrepancies.

  • May prepare premium finance agreements and manage the process. 

  • Assist in development of presentations to customers and prospects.  

  • May assist with developing and implementing claims handling instructions and loss control programs. 

  • Order various reports, loss runs, MVR’s and follow-up for their receipt.

  • Handle or refer underwriters’ questions, when requested. 

  • Perform other job duties as assigned and participate in special projects as required.

Knowledge, Skills and Abilities:

  • High school diploma or graduate equivalent degree required 

  • Proficient in MS Office suite of products 

  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information  

  • Good analytical skills with high attention to detail and accuracy 

  • Good verbal, written, and interpersonal communication skills  

  • Effective organizational, multi-tasking, and prioritizing skills  

  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important  

  • Ability to follow policies, procedures, and regulations  


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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