Sr Insurance Assistant

Description and Requirements

General Description: Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executive or Underwriters coordinate underwriting or customer service processes.

Responsibilities

• Review and process applications for new and renewal business.
• Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.
• Prepare and/or review and analyze technical documents to assure accuracy and completeness.
• Input and maintain accuracy and completeness of policy management systems and files.
• Invoice and track receivables. Assist with resolving accounting discrepancies as needed.
• Prepare premium finance agreements and manage the process as needed.
• Aid in the development of presentations to customers and prospects.
• Aid in the development and implementation of claims handling instructions and loss control.
• Order various reports, loss runs, MVR’s and follow-up for their receipt.
• Handle or refer underwriters’ questions, when requested.

Knowledge, Skills and Abilities

• 2 years + of insurance experience.
• High school diploma or graduate equivalent degree required.
• 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.

Benefits

USI is committed to providing a full-suite of competitive benefits for its growing population and 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.