General Description. Responsible for managing the operational activities of the Commercial Lines Department in order to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by USI’s Best Practices, Core Values and Risk Management Quality Control standards. Responsibilities. Manage department staff including: hiring, training, career development, performance reviews and performance improvement plan...
General Description. Assess risks of a less complex nature, develop, and negotiate premiums. Manage relationships with brokers and carriers. Provide appropriate insurance product to clients. Generate profit in accordance with company goals. Responsibilities. Under general supervision, review insurance policy applications. Includes review for completeness, accuracy, and acceptability of risks. Obtain supplementary information as needed to underwri...
General Description. Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI. Responsibilities. Maintain a minimum of 95% retention of Client Accounts by pro-act...
General Description. The Employee Benefits Account Representative Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role-specific levels of responsibility. The program also offers organized activities for participants to meet senio...
General Description. Manage medical activities of workers compensation and disability claims for Third Party Administration (TPA) accounts. Coordinate with patients, physicians, other health care providers and employers. Facilitate positive patient outcomes, timely return to work, and efficient claims resolution. Responsibilities. . Manage activities of workers compensation and disability claims, case management, and utilization review. Ensure co...
Work on escheatment process with the AR Supervisor. Review Credit on account report on a weekly basis for credits greater then 60 days. Work with Account Manager to either apply the credits or have the credit balance returned to the client. Run cash advance report for all offices periodically during the month and review with producers and account managers. Allocate items as necessary to reduce advances. Work with Accounts Payable Staff Accountant...
General Description: The Accounts Receivable Specialist helps to oversee the work product and supports the performance of his/her team of accountants to ensure department quality standards are met and exceeded. Responsibilities. AR Adjustments. Escheatment - Support the AR Supervisor. Credit Tracking for assigned regions. Prepare account reconciliation upon request for account manager, producer, or client. Provide credit references for clients wh...
Work on escheatment process with the AR Supervisor. Review Credit on account report on a weekly basis for credits greater then 60 days. Work with Account Manager to either apply the credits or have the credit balance returned to the client. Run cash advance report for all offices periodically during the month and review with producers and account managers. Allocate items as necessary to reduce advances. Work with Accounts Payable Staff Accountant...
General Description: The Accounts Receivable Specialist helps to oversee the work product and supports the performance of his/her team of accountants to ensure department quality standards are met and exceeded. Responsibilities. AR Adjustments. Escheatment - Support the AR Supervisor. Credit Tracking for assigned regions. Prepare account reconciliation upon request for account manager, producer, or client. Provide credit references for clients wh...
General Description. Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities. Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise and customization. Primary contac...
General Description. Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities. Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise and customization. Primary contac...
General Description. Assist clients and their employees with benefit or claim questions. Responsibilities. Primary resource for clients and their employees with benefit or claim questions. Assist clients with administrative questions regarding enrollment, eligibility, and special contract provisions. Investigate and work with carrier contacts to solve claim problems. Respond to emails and voicemails within 24 business hours. Track and document al...
