USI Insurance Services
Description and Requirements
General Description:
Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities. Responsibilities Provides internal assistance to 2-4 Commercial Lines Account Managers. Processes client policies, endorsements, audits, cancelations, and reinstatements. Audits insurance policies documents and works with Account Manager to correct inaccuracies. Produces schedules and summaries of insurance. Issues renewal and new certificates of insurance. Maintains accurate information in agency management systems. Completes accounting-related transactions including complex and multi-client invoicing. Gathers renewal information and assembles applications and schedules for Account Management team. Assists Account Management team in delivering client service and meeting client retention goals. Gains exposure to Account Management job activities. Knowledge, Skills And Abilities 1-2 years experience in a Commercial Lines agency. College degree preferred. Early intermediate understanding of Property & Casualty insurance. Must hold or be willing to earn Property & Casualty insurance license. Comfortable with internet-based programs and Microsoft Office products. Knowledge of Sagitta / ImageRight preferred, but not required. Able to work in a team environment. Resourceful, eager to learn new concepts and further professional development Open to feedback and coaching Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. 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. Salary range: $61,000 - $80,000 USI is an equal opportunities employer and welcomes applications from all qualified candidates.
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Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities. Responsibilities Provides internal assistance to 2-4 Commercial Lines Account Managers. Processes client policies, endorsements, audits, cancelations, and reinstatements. Audits insurance policies documents and works with Account Manager to correct inaccuracies. Produces schedules and summaries of insurance. Issues renewal and new certificates of insurance. Maintains accurate information in agency management systems. Completes accounting-related transactions including complex and multi-client invoicing. Gathers renewal information and assembles applications and schedules for Account Management team. Assists Account Management team in delivering client service and meeting client retention goals. Gains exposure to Account Management job activities. Knowledge, Skills And Abilities 1-2 years experience in a Commercial Lines agency. College degree preferred. Early intermediate understanding of Property & Casualty insurance. Must hold or be willing to earn Property & Casualty insurance license. Comfortable with internet-based programs and Microsoft Office products. Knowledge of Sagitta / ImageRight preferred, but not required. Able to work in a team environment. Resourceful, eager to learn new concepts and further professional development Open to feedback and coaching Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. 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. Salary range: $61,000 - $80,000 USI is an equal opportunities employer and welcomes applications from all qualified candidates.
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