General Description :
Assist Sales Executive and Account Manager in service and retention of commercial lines clients and gain exposure to account management job activities.
Responsibilities :
- Provide internal assistance to 2-4 Commercial Lines Account Manager.
- Process client policies, endorsements, audits, cancelations, and reinstatements.
- Audit insurance policies documents and work with Account Manager to correct inaccuracies.
- Produce schedules and summaries of insurance.
- Issue renewal and new certificates of insurance.
- Maintain accurate information in agency management systems.
- Complete accounting-related transactions including complex and multi-client invoicing.
- Gather renewal information and assemble applications and schedules for Account Management team.
- Assist Account Management team in delivering client service and meeting client retention goals.
- Gain exposure to Account Management job activities.
Knowledge, Skills and Abilities :
- 1-2 years of 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.
- Able to work in a team environment.
- Resourceful, eager to learn new concepts, and further professional development.
- Open to feedback and coaching.
LI-LT1
LI-Hybrid
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 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.
We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , 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 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 to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning
diversity, equity, and inclusion program educated 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 for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our for a complete list of 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 .
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