USI Insurance Services
Commercial Lines Invoicing Specialist - Must be located near our offices in OH,
USI Insurance Services, Toledo, Ohio, United States, 43614
Commercial Lines Invoicing Specialist
Must be located near our offices in OH, KY, IN, or MI.
1 day ago – be among the first 25 applicants.
Support commercial lines account management team with all invoicing activities for the assigned region and resolve any associated accounting discrepancies.
Responsibilities
Provide internal invoicing assistance to Commercial Lines Account Managers.
Complete data entry required to create accurate Sagitta invoices as submitted by account managers.
Either return invoices to the requesting account manager or send invoices and accompanying documentation directly to clients, as directed.
Resolve accounting discrepancy tasks in collaboration with the account management team and National Accounting Center.
Assist account management team in delivering client service and meeting client retention goals.
Maintain accurate information in agency management systems.
Collaborate with regional finance team on producer commission discrepancies.
Complete tasks in accordance with USI best practices and service standards for invoicing.
Knowledge, Skills & Abilities
2+ years of experience in a Commercial Lines agency.
College degree preferred.
Intermediate understanding of Property & Casualty insurance, including admitted and non‑admitted carriers.
Familiarity with accounting as it relates to insurance premium/commission transactions.
In‑depth knowledge of Sagitta/ImageRight, including intermediate knowledge of Sagitta invoicing.
Detail oriented with high accuracy.
Comfortable with internet‑based programs and Microsoft Office products.
Team‑player with strong communication skills.
Resourceful, eager to learn new concepts, and open to feedback and coaching.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across ~200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world.
USI offers a dynamic culture that invests heavily in associates’ professional growth and rewards exceptional performance through unique employee recognition programs.
Benefits & Recognition Competitive pay, incentives, and benefits, including medical, dental, vision, 401(k), flexible spending, short‑ and long‑term disability, life insurance, paid time off, paid family leave, and paid holidays. USI also provides wellness programs, scholarships, and financial assistance as needed.
Job Details
Senior level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
Industry: Insurance
Referrals increase your chances of interviewing at USI Insurance Services by 2x.
Get notified about new Commercial Specialist jobs in
Toledo, OH .
#J-18808-Ljbffr
1 day ago – be among the first 25 applicants.
Support commercial lines account management team with all invoicing activities for the assigned region and resolve any associated accounting discrepancies.
Responsibilities
Provide internal invoicing assistance to Commercial Lines Account Managers.
Complete data entry required to create accurate Sagitta invoices as submitted by account managers.
Either return invoices to the requesting account manager or send invoices and accompanying documentation directly to clients, as directed.
Resolve accounting discrepancy tasks in collaboration with the account management team and National Accounting Center.
Assist account management team in delivering client service and meeting client retention goals.
Maintain accurate information in agency management systems.
Collaborate with regional finance team on producer commission discrepancies.
Complete tasks in accordance with USI best practices and service standards for invoicing.
Knowledge, Skills & Abilities
2+ years of experience in a Commercial Lines agency.
College degree preferred.
Intermediate understanding of Property & Casualty insurance, including admitted and non‑admitted carriers.
Familiarity with accounting as it relates to insurance premium/commission transactions.
In‑depth knowledge of Sagitta/ImageRight, including intermediate knowledge of Sagitta invoicing.
Detail oriented with high accuracy.
Comfortable with internet‑based programs and Microsoft Office products.
Team‑player with strong communication skills.
Resourceful, eager to learn new concepts, and open to feedback and coaching.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across ~200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world.
USI offers a dynamic culture that invests heavily in associates’ professional growth and rewards exceptional performance through unique employee recognition programs.
Benefits & Recognition Competitive pay, incentives, and benefits, including medical, dental, vision, 401(k), flexible spending, short‑ and long‑term disability, life insurance, paid time off, paid family leave, and paid holidays. USI also provides wellness programs, scholarships, and financial assistance as needed.
Job Details
Senior level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
Industry: Insurance
Referrals increase your chances of interviewing at USI Insurance Services by 2x.
Get notified about new Commercial Specialist jobs in
Toledo, OH .
#J-18808-Ljbffr