General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities.
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.
Knowledge, Skills and Abilities:
1-2 years 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, but not required.
Able to work in a team environment.
Resourceful, eager to learn new concepts and further professional development
Open to feedback and coaching
Email email@example.com or apply online at
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USI Insurance Services