USI Insurance

General Description:

Responsibilities:

• Facilitate agent/agency compliance with state surplus lines rules

• Provide surplus lines assistance to all USI team members

• Submit required documents to states to facilitate timely filings

• Coordinate payment of tax and related fees

• Assist in auditing A/P to ensure prompt payment of collected taxes and fees

• Coordinate payment of tax and related fees

• Assist in the development and maintenance of surplus lines processes and procedures

• Assist in reading and applying state surplus lines related administrative code

Knowledge, Skills and Abilities:

• Bachelor’s degree from accredited college or university – preferably with major in accounting or business

• Two years work experience in the insurance industry – preferably with surplus lines

• P&C Insurance license, willing to obtain Surplus Lines Broker license within one year

• Prefer experience with Sagitta (Vertafore)

• Strong desire to learn and foster a community of compliance

• Knowledge of insurance industry and risk management

• Knowledge of methods of compiling, organizing and analyzing data

• Ability to understand and apply rules, regulations policies and procedures

• Ability to prepare reports

• Ability to plan, organize and coordinate work activities independently

• Excellent communication, interpersonal skills and a positive attitude

• Very strong detail skills

• Proficiency with all MS Office applications