- Provides internal assistance to 2-4 Commercial Lines Account Managers.
- Processes client policies, endorsements, audits, cancelations, and reinstatements.
- Audits insurance policies documents and works with to Account Manager to correct inaccuracies.
- Produces schedules and summaries of insurance.
- Issues renewal and new certificates of insurance.
- Maintains accurate information in agency management systems.
- Completes accounting-related transactions including complex and multi-client invoicing.
- Gathers renewal information and assembles applications and schedules for Account Management team.
- Assists Account Management team in delivering client service and meeting client retention goals.
- Gains exposure to Account Management job activities.
- 1-2 years experience in a Commercial Lines agency. College degree preferred.
- Early intermediate understanding of Property & Casualty insurance.
- Must hold or be willing to earn Property & Casualty insurance license.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta / ImageRight preferred, but not required.
- Able to work in a team environment.
- Resourceful, eager to learn new concepts and further professional development
- Open to feedback and coaching
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Commercial Lines Sr Account Representative - Coral Gables, United States - USI Insurance Services
Description
General Description:
Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities. This hybrid position will report to our beautiful new office space in Coral Gables with a minimum of two days a week in office for individuals with 2-20 license.Responsibilities:
Knowledge, Skills and Abilities:
Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , 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 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 to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace Our award-winning diversity, equity, and inclusion program educated 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 six consecutive years
• Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row
• Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row
• Visit our for a complete list of 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 .
