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Job Details

Locations
GA - Carrollton
Job ID
31893

Description and Requirements

General Description: Provide day-to-day account management to less complex commercial property and casualty accounts. Includes management of accounts receivables. Support Program Managers and Account Executives.      

Responsibilities: 
  • Responsible accounting functions on client accounts.
  • Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.  
  • Prepare proposals and summaries of insurance as needed.
  • Develop and maintain working relationships with customers/prospects.  
  • Communicate with services and provide comprehensive account support. Ensure customer needs are met.  
  • Capture, assist, design, and manage the service platform.
  • Respond to Underwriters questions in a timely and professional manner.
  • Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Identify exposure to loss and recommend appropriate coverages.
  • Provide work direction to less experienced staff as needed.
  • Responsibilities: 
  • Research, resolve, and clear moderately complex accounting entries, adjustments, exceptions, errors, transactions, and other accounting records. 
  • Compile data using agency management or other online systems.
  • May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, brokers, suppliers and/or vendors. 
  • Process transactions related to monthly or quarterly loss control and claims fees.
  •  May provide other related accounting support of financial goals of the organization.
  •  Research and resolve issues related to direct bill commissions statement and set up or renew direct bill policies within the system, as needed.
  •  May provide guidance to lower level Operations accounting clerks.

Knowledge, Skills and Abilities:
  • 3+ years of insurance experience.  
  • High school diploma or graduate equivalent degree required. 
  • For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. 
  • Experience managing less complex commercial property and casualty accounts.  
  • Working knowledge of Microsoft Office suite of products. 
  • Strong verbal, written, and interpersonal communication skills.  
  • Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.  
  • Ability to be flexible and adaptable to changing priorities and deadlines.  
  • Ability to work effectively in a team environment and across all organizational levels.   

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.