Select Commercial Lines Account… at USI Insurance… · Los…

Summary: USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to professional development and employee recognition. The Select Commercial Lines Account Representative will assist Account Managers in client tasks, retention goals, and support growth for Select Commercial Lines clients.

Responsibilities:
- Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy
- Generate auto id’s cards upon request
- Maintain accurate information in agency management systems
- Request information from insurance carriers such as loss runs and endorsement changes
- Process renewal certificates and insurance holder updates
- Assist with online carrier rating and endorsement process
- Assist in preparation of summary of insurance documents and finance agreements, as needed
- Support Account Manager in preparing documents for client renewals
- Invoice policies, including complex invoicing as assigned
- Responsible for carrier service center book of business and escalations to Account Manager
- Maintain regional mailbox and direct emails to appropriate resources
- Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role

Required Qualifications:
- Entry-level position, minimum 1+ years Commercial Lines experience
- Must hold Property & Casualty Insurance License
- Able to work in a fast-paced team environment, be detailed, and ability to prioritize work
- Strong written, verbal, and interpersonal communication skills
- Strong customer service skills
- Working knowledge of internet-based programs and Microsoft Office products
- Resourceful, eager to learn new concepts, and continue professional development
- Open to feedback, coaching, and development

Preferred Qualifications:
- Associate degree preferred

Required Skills: Commercial Lines Insurance, Property & Casualty Insurance License, Agency Management Systems, Microsoft Office, Internet-based Programs

Benefits: Incentives, Employee reward and recognition programs, Summit Awards program, rewarding excellence, Award-winning wellness program, College scholarships for associates' children, Financial help in times of need, Medical, Wellness, Dental, Vision, 401(k), Flexible spending and health savings accounts, Short and long-term disability, Life insurance, Other unique employer-sponsored and voluntary programs, Generous paid time off policy, Paid family leave benefit, Paid holiday time, USI ONE Advantage® employee support through employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives, I’m With U diversity and inclusion program educates associates through curated education and training resources, employee support programs, and community outreach initiatives, Employee reward and recognition programs (celebrating growth and success)