Commercial Lines Associate Account Rep - Career Development Program
Los Angeles, California
Employer: USI Holdings Corporation
Industry:
Salary: $65000 per year
Job type: Full-Time
General Description:
Assist Sales Executive and Account Manager in service and retention of Commercial clients.
Responsibilities:
Knowledge, Skills and Abilities:
USI is committed to providing a full-suite of competitive benefits for our growing population and its 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.
Salary: $65,000
Job ID:
28381
Assist Sales Executive and Account Manager in service and retention of Commercial clients.
Responsibilities:
- Provide internal assistance to 2-4 Commercial Lines Account Managers.
- Process client policies, endorsements, audits, cancelations, and restatements.
- Review commercial lines insurance policies to ensure accuracy.
- 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.
- Assist in preparation of summary of insurance documents and finance agreements, as needed.
- Assist Account Manager in preparing documents for client renewals.
- Assist in invoicing clients, including complex client invoicing.
- Assist Account Management team in delivering client service and meeting client retention goals.
- • Active engagement and participation in trainings relative to the USI Career Track Program with emphasis on gaining knowledge necessary to perform Account Manager role.
Knowledge, Skills and Abilities:
- Entry-level position; college degree required.
- Must be willing to earn Property & Casualty insurance license.
- Detail-oriented and prioritizes accuracy.
- Comfortable with internet-based programs and Microsoft Office products.
- Ability to work in a team environment.
- Resourceful, eager to learn new concepts and further professional development.
- Open to feedback and coaching.
USI is committed to providing a full-suite of competitive benefits for our growing population and its 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.
Salary: $65,000
Job ID:
28381
Created: 2024-06-23
Reference: 28381
Country: United States
State: California
City: Los Angeles
ZIP: 90291
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