What are the responsibilities and job description for the Commercial Lines Account Representative; Select position at USI Holdings Corporation?
General Description: 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.
- Assist with online carrier rating and endorsement process.
- Assist 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 resource.
- Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.
Knowledge, Skills, and Abilities:
- Entry-level position
- Ideally will have some Commercial Lines / Insurance experience.
- High School Diploma, Associate’s Degree preferred.
- Must be willing to earn Property & Casualty insurance license within agreed upon timeframe.
- Able to work in a fast-paced team environment, be detailed, and 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.
- Open to feedback, coaching, and development.
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Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
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:
29575
