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Insurance Account Assistant


MI - Grand Rapids

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General Description:  Under general supervision, responsible for routine tasks, established projects and routine problem solving in support of one or more programs.


·       Coordinate information flow to resolve accounting, audit, or underwriting questions/issues

·       Verify, invoice and process insurance policies, endorsements and/or claims

·       Maintain accuracy and completeness of customer database on agency management system

·       Process routine to complex transactions

·       Process and revise draft insurance proposals or quotes 

·       Proofread documents for accuracy and completeness

·       Answer incoming calls

·       Open, date stamp, process in-coming mail, and sort outgoing mail

·       Administer claim reports

·       Reviewing expiration lists

·       May issue binders, policies, and endorsements as directed 

·       Create and maintain files according to policies and procedures guidelines

·       Prepare or request loss summaries and/or detailed insurance summaries

·       Assist in reconciliation of accounts receivable by account

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

Knowledge, Skills and Abilities:

·       1+ year of customer service experience

·       High school diploma or graduate equivalent degree required

·       Experience performing a variety of clerical functions including photocopying, faxing, filing and data entry 

·       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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