Select Commercial Lines Account Rep

Requirements

Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational and agency resources.

Responsibilities

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto id’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Absorb and process online carrier rating and endorsement process.
• Aid in preparation of summary of insurance documents and finance agreements, as needed.
• Support Account Manager in preparing documents for client renewals.
• Invoice policies, including complex invoicing as assigned.
• Responsible for carrier service center book of business and escalations to Account Manager.
• Maintain regional mailbox and direct emails to appropriate resources.

Qualifications

Entry-level position, minimum 1+ years Commercial Lines experience. Associate degree preferred. Must hold Property & Casualty Insurance License. Able to work in a fast-paced team environment, be detailed, and ability to prioritize work. Strong written, verbal, and interpersonal communication skills. Strong customer service skills. Working knowledge of internet-based programs and Microsoft Office products. Resourceful, eager to learn new concepts, and continue professional development.

Benefits

USI offers 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. Salary range: $55,000 - $65,000.