USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a Commercial Lines Account Representative to assist Account Managers with client tasks and retention goals. The role involves processing client policies, maintaining accurate information in systems, and supporting account management activities.
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
Skills
- 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
- Associate degree preferred
Benefits
- Competitive pay, incentives, and benefits
- Monthly incentive bonus
- Commissions
- Equity program
- 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
- Other unique employer-sponsored and voluntary programs
- Generous paid time off policy
- Paid family leave benefit
- Paid holiday time
- Paid family leave benefits
- Paid holiday time
Company Overview
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is https://www.usi.com/.