Commercial Lines Sr. Account Representative (Transportation Unit)
Location:
TN - Nashville
Apply nowGeneral Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities. The Commercial Lines Sr. Account Representative will support the Transportation unit on a hybrid or remote capacity.
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 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.
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