About the role
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.
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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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