USI Insurance

General Description:  Assist Sales Executive and Account Manager in service and retention of Commercial clients.

Responsibilities:

• Provides internal assistance to 2-4 Commercial Lines Account Managers.
• Processes client policies, endorsements, audits, cancelations, and restatements.
• Review commercial lines insurance policies to ensure accuracy.
• Maintains accurate information in agency management systems.
• Requests information from insurance carriers such as loss runs and endorsement changes.
• Processes renewal certificates and insurance holder updates.
• Assists in preparation of summary of insurance documents and finance agreements, as needed.
• Assists Account Manager in preparing documents for client renewals.
• Assists in invoicing clients, including complex client invoicing.
• Assists Account Management team in delivering client service and meeting client retention goals.

Knowledge, Skills and Abilities:

• Entry-level position; college degree preferred
• Must be willing to earn Property & Casualty insurance license
• Detail-oriented and prioritizes accuracy
• Comfortable with internet-based programs and Microsoft Office products
• Ability to work in a team environment
• Resourceful, eager to learn new concepts and further professional development
• Open to feedback and coaching