General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job 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.
- 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
Respond to this ad:
USI Insurance
Lorna Triplett
lorna.triplett@usi.com