Commercial Lines Sr. Account Representative (Miami Condominum Unit)
Location:
FL - Coral Gables
Apply nowGeneral Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients on the Miami Condo Unit and gain exposure to Account Management job activities. The Commercial Lines Sr. Account Representative will observe a hybrid work setting of 2 days per week in the Coral Gables office.
Responsibilities:
- Provides internal assistance to 2-4 Commercial Lines Account Managers.
- Processes client policies, endorsements, audits, cancelations, and reinstatements.
- Audits insurance policies documents and works with to Account Manager to correct inaccuracies.
- Produces schedules and summaries of insurance.
- Issues renewal and new certificates of insurance.
- Maintains accurate information in agency management systems.
- Completes accounting-related transactions including complex and multi-client invoicing.
- Gathers renewal information and assembles applications and schedules for Account Management team.
- Assists Account Management team in delivering client service and meeting client retention goals.
- Gains exposure to Account Management job activities.
Knowledge, Skills and Abilities:
- 1-2 years experience in a Commercial Lines agency. College degree preferred.
- Early intermediate understanding of Property & Casualty insurance.
- Must hold or be willing to earn Property & Casualty insurance license.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta / ImageRight preferred, but not required.
- Able to work in a team environment.
- Resourceful, eager to learn new concepts and further professional development
- Open to feedback and coaching
- Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our Awards and Accolades page for a complete list of industry awards and recognitions!
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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