General Description:

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

Responsibilities:

• Provide internal assistance to 2-4 Commercial Lines Account Managers.
• Process client policies, endorsements, audits, cancelations, and restatements.
• Review commercial lines insurance policies to ensure accuracy.
• 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 in preparation of summary of insurance documents and finance agreements, as needed.
• Assist Account Manager in preparing documents for client renewals.
• Assist in invoicing clients, including complex client invoicing.
• Assist Account Management team in delivering client service and meeting client retention goals.
• ·Active engagement and participation in trainings relative to the USI Career Track Program with emphasis on gaining knowledge necessary to perform Account Manager role.

Knowledge, Skills and Abilities:

• Entry-level position; college degree required.
• 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.