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Job Details

Locations
MS - Jackson
Job ID
31692

Description and Requirements

General Description: Under general supervision, assist account management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects. 

Responsibilities: 
  • Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
  • Verify, invoice, and process insurance policies, endorsements and/or claims. 
  • Maintain accuracy and completeness of customer database on agency management system. 
  • Process routine to complex transactions. 
  • Process and revise draft insurance proposals or quotes.  
  • Proofread documents for accuracy and completeness.
  • Answer incoming calls.
  • Manage in-coming and outgoing mail.
  • Administer claim reports. 
  • Review expiration lists. 
  • May issue binders, policies, and endorsements as directed.  
  • Create and maintain files according to policies and procedures guidelines. 
  • Prepare or request loss summaries and/or detailed insurance summaries. 
  • Assist in reconciliation of accounts receivable by account. 

Knowledge, Skills and Abilities:
  • 1 year + of customer service experience. 
  • High school diploma or graduate equivalent degree required. 
  • Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.  
  • 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.  

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.