Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, with a focus on providing risk management and benefit solutions. The CL Sr Account Rep will assist Sales Executives and Account Managers in servicing and retaining commercial clients, while gaining exposure to account management activities.
Responsibilities
- Provides internal assistance to 2-4 Commercial Lines Account Managers
- Processes client policies, endorsements, audits, cancelations, and reinstatements
- Audits insurance policies documents and works with to Account Manager to correct inaccuracies
- Produces schedules and summaries of insurance
- Issues renewal and new certificates of insurance
- Maintains accurate information in agency management systems
- Completes accounting-related transactions including complex and multi-client invoicing
- Gathers renewal information and assembles applications and schedules for Account Management team
- Assists Account Management team in delivering client service and meeting client retention goals
- Gains exposure to Account Management job activities
Skills
- 1-2 years' experience in a Commercial Lines agency
- 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
- Able to work in a team environment
- Resourceful, eager to learn new concepts and further professional development
- Open to feedback and coaching
- College degree preferred
- Knowledge of Sagitta / ImageRight preferred but not required
Benefits
- Competitive pay, incentives, and benefits
- Summit Awards program, rewarding excellence
- Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
- Award-winning wellness program
- College scholarships for associates' children
- Financial help in times of need
- 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
- Generous paid time off policy
- Paid family leave benefit
- 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/.