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Sr. Insurance Assistant

Location:

CA - San Francisco

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General Description: Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executive or Underwriters coordinate underwriting or customer service processes. 

Responsibilities: 
• Review and process applications for new and renewal business. 
• Participate in basic client services. Includes 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. Assist with resolving accounting discrepancies as needed.
• Prepare premium finance agreements and manage the process as needed. 
• Assist in development of presentations to customers and prospects.
• Assist with developing and implementing claims handling instructions and loss control. 
• Order various reports, loss runs, MVR’s and follow-up for their receipt.
• Handle or refer underwriters’ questions, when requested. 

Knowledge, Skills and Abilities:
• 2 years + of insurance experience. 
• High school diploma or graduate equivalent degree required. 
• Working knowledge of Microsoft Office suite of products.
• Ability to navigate multiple computer systems and applications. Utilize search tools to find information.  
• Analytical ability with high attention to detail and accuracy. 
• Strong verbal, written, and interpersonal communication skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to work effectively in a team environment and across all organizational levels.
• Ability to be flexible and adaptable to changing priorities and deadlines 
• Ability to follow policies, procedures, and regulations.  

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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: $40,000-$50,000 (depends on experience) This is a bonus-eligible position with a target incentive of 5%. Applications accepted through 10/28/2024

Job ID:

28248

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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

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