Insurance Assistant

General Description: Under general supervision, assist account management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects.

Responsibilities:

• Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.

• Verify, invoice, and process insurance policies, endorsements and/or claims.

• Maintain accuracy and completeness of customer database on agency management system.

• Process routine to complex transactions.

• Process and revise draft insurance proposals or quotes.

• Proofread documents for accuracy and completeness.

• Answer incoming calls.

• Manage in-coming and outgoing mail.

• Administer claim reports.

• Review expiration lists.

• May issue binders, policies, and endorsements as directed.

• Create and maintain files according to policies and procedures guidelines.

• Prepare or request loss summaries and/or detailed insurance summaries.

• Assist in reconciliation of accounts receivable by account.

Knowledge, Skills and Abilities:

• 1 year + of customer service experience.

• High school diploma or graduate equivalent degree required.

• Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.

• 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.

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.

Job ID:

28783