Commercial Lines Account Representative

Commercial Lines Account Representative USI Holdings Corporation - 3.6 Coral Gables, FL Job Details 23 hours ago Benefits Health savings account Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Family leave Vision insurance Life insurance Qualifications Customer retention Computer literacy Client invoicing Client services Productivity software Entry level

Full Job Description General Description:

Assist Sales Executive and Account Manager in service and retention of Commercial clients.

Responsibilities:

Provides internal assistance to 2-4 Commercial Lines Account Managers. Processes client policies, endorsements, audits, cancelations, and restatements. Review commercial lines insurance policies to ensure accuracy. Maintains accurate information in agency management systems. Requests information from insurance carriers such as loss runs and endorsement changes. Processes renewal certificates and insurance holder updates. Assists in preparation of summary of insurance documents and finance agreements, as needed. Assists Account Manager in preparing documents for client renewals. Assists in invoicing clients, including complex client invoicing. Assists Account Management team in delivering client service and meeting client retention goals.

Knowledge, Skills and Abilities:

Entry-level position; college degree preferred 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 .