USI Insurance

General Description: Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executive or Underwriters coordinate underwriting or customer service processes.

Responsibilities:

·         Review and process applications for new and renewal business.

·         Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.

·         Prepare and/or review and analyze technical documents to assure accuracy and completeness.

·         Input and maintain accuracy and completeness of policy management systems and files.

·         Invoice and track receivables. Assist with resolving accounting discrepancies as needed.

·         Prepare premium finance agreements and manage the process as needed.

·         Assist in development of presentations to customers and prospects.

·         Assist with developing and implementing claims handling instructions and loss control.

·         Order various reports, loss runs, MVR’s and follow-up for their receipt.

·         Handle or refer underwriters’ questions, when requested.

Knowledge, Skills and Abilities:

·         2 years + of insurance experience.

·         High school diploma or graduate equivalent degree required.

·         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.