Skip to content

Job Details

Locations
CT - Glastonbury, CT - Norwalk, MA - Woburn
Job ID
31498

Description and Requirements


General Description:
Create operational efficiencies within the Commercial Lines Account Management team to reach profitability and service goals. Responsible for managing operational activities of Invoicing team.

Responsibilities:
  • Work with leadership to ensure departmental priorities are implemented. 
  • Provide regional leadership updates on operational performance, take corrective action as necessary.
  • Work with offices identifying areas of improvement and creating efficiencies.
  • Accountable for full-cycle management and development of Invoicing team members. Includes mentorship, monitoring workloads, performance management, and training. 
  • Manage the Invoice team's quality control of client invoicing, ensure adherence to service standards, and perform periodic reviews. 
  • Lead regular team meetings with Invoice staff.
  • Work with Commercial Lines offices to implement and manage outside relationships with policy-checking, data management and certificate issuance resources. Ensure departments gain expected efficiencies in proper use of these resources.
  • Identify and coordinate training needed for Commercial Lines staff.
  • Manage agency management system data review and cleaning projects. 
  • Produce and monitor various monthly reports to ensure review of policies, timely invoicing, and appropriate team member workloads.
  • Attend Commercial Lines Operations Leaders calls and meetings.
  • Analyze account assignment within the Commercial Lines Account Management team. Work with Regional Director to reassign clients as needed.
  • Manage operational integration of acquired groups into the region.

Knowledge, Skills and Abilities:
  • 5 years + experience in a Commercial Lines agency. 
  • College degree preferred.
  • Strong 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.
  • Strong communication and problem-solving skills.
  • Ability to carry out complex tasks with many concrete and abstract variables.  
#LI-NM2

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.


$105,000 - $140,000