Preferred Internal Support Services II - Remote- Eastern Time Zone - 32099 - USI Insurance

Job Details

Locations

Remote- Eastern Time Zone

Job ID

32099

Description and Requirements

The Role:

This position is responsible for overseeing the daily operational activities that support the National Preferred Zones of personal lines account managers. You will manage incoming correspondence, facilitate new business processes, and ensure the accuracy and integrity of clients’ electronic records.

What You'll Do:

Serve as a resource for inside service coordination, supporting both new and existing clients through rating, quoting, mail processing, and electronic file management.
Ensure accuracy and consistency in documentation, data entry, and recordkeeping to maintain high-quality outputs.
Manage task prioritization, communications, and workflow facilitation for Account Managers.
Support policy renewals, monitor expiration dates, and maintain strict confidentiality standards.
Monitor and manage all incoming mail and internal communications, ensuring timely distribution to appropriate team members. Follow up on outstanding items to maintain workflow continuity and meet service expectations.
Assign and distribute tasks to Account Managers based on workload capacity, client priorities, and service timelines.
Coordinate with Account Managers to ensure timely processing of new business, renewals, and service requests.
Respond to internal inquiries from account managers regarding documentation, information requests, and general support.
Participate in USI Personal Lines Initiatives by quoting with carriers offering service centers and download capabilities, while maintaining strong market relationships.
Develop and maintain a solid understanding of personal lines products and services to effectively support Middle Market Account Managers.
Uphold USI’s Best Practices, Core Values, and Risk Management standards in all aspects of work.

What We're Looking For:

1-3 years of experience in Personal Lines Insurance.
High School diploma or equivalent required; college degree preferred.
Must hold a State Property & Casualty insurance license.
Strong communication skills and the ability to foster relationships with clients, co-workers, and partners.
Proficient with internet-based programs and Microsoft Office, including intermediate knowledge of Excel. Knowledge of Sagitta/Work Smart is a plus.
Ability to manage tasks of varying complexity with accuracy and efficiency.
Thrives in a fast-paced, team environment, consistently collaborating to achieve business goals.
Effective at organizing and managing workflows to ensure timely and accurate task completion.

GLDR

#LI-JM1

#LI-Remote

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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.

$45K-$55K & 5% Bonus