What are the responsibilities and job description for the Insurance Assistant Team Leader position at USI Holdings Corporation?
General Description: Serve as Team Leader for Insurance Assistants. Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executives or Underwriters coordinate underwriting or customer service processes.
Responsibilities:
- Assist with development of insurance assistant team members. Includes onboarding, mentoring, and providing feedback on performance.
- Assist with the development of team standards and processes.
- Participate and facilitate team training.
- Assist employees in setting priorities, developing work plans, and department workload/schedules.
- Serve as a resource to insurance assistants. Answer questions and direct the team as needed.
- 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.
- Assist in development of presentations to customers and prospects.
- Assist with developing and implementing claims handling instructions and loss control.
- Order and follow up on various reports, loss runs, and MVR’s.
- Handle or refer underwriters’ questions, when requested.
Knowledge, Skills and Abilities:
- 4 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 data.
- Analytical ability with high attention to detail and accuracy.
- Excellent verbal, written, and interpersonal communication skills.
- Excellent 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.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:
- Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
- Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
- Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
- Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
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:
29877
