Insurance Assistant

General Description :

Under general supervision, assist account management or underwriting team in service and retention of commercial property and casualty accounts.

Responsible for routine tasks and established projects.

Responsibilities :

• Coordinate information flow to resolve accounting, audit, or underwriting questions / issues.
• Verify, invoice, and process insurance policies, endorsements and / or claims.
• Maintain accuracy and completeness of customer database on agency management system.
• Process routine to complex transactions.
• Process and revise draft insurance proposals or quotes.
• Proofread documents for accuracy and completeness.
• Answer incoming calls.
• Manage in-coming and outgoing mail.
• Administer claim reports.
• Review expiration lists.
• May issue binders, policies, and endorsements as directed.
• Create and maintain files according to policies and procedures guidelines.
• Prepare or request loss summaries and / or detailed insurance summaries.
• Assist in reconciliation of accounts receivable by account.

Knowledge, Skills and Abilities :

• 1 year + of customer service experience.
• High school diploma or graduate equivalent degree required.
• Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.
• Working knowledge of Microsoft Office suite of products.
• Ability to navigate multiple computer systems and applications. Utilize search tools to find information.
• Analytical ability with high attention to detail and accuracy.
• Strong verbal, written, and interpersonal communication skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to work effectively in a team environment and across all organizational levels.
• Ability to be flexible and adaptable to changing priorities and deadlines.
• Ability to follow policies, procedures, and regulations.

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 .