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    Insurance Assistant - Fort Worth, United States - USI Holdings Corporation

    USI Holdings Corporation
    USI Holdings Corporation Fort Worth, United States

    1 week ago

    Default job background
    Description

    General Description: Under general supervision, assist account management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects.


    Responsibilities:


    • Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
    • Verify, invoice, and process insurance policies, endorsements and/or claims.
    • Maintain accuracy and completeness of customer database on agency management system.
    • Process routine to complex transactions.
    • Process and revise draft insurance proposals or quotes.
    • Proofread documents for accuracy and completeness.
    • Answer incoming calls.
    • Manage in-coming and outgoing mail.
    • Administer claim reports.
    • Review expiration lists.
    • May issue binders, policies, and endorsements as directed.
    • Create and maintain files according to policies and procedures guidelines.
    • Prepare or request loss summaries and/or detailed insurance summaries.
    • Assist in reconciliation of accounts receivable by account.

    Knowledge, Skills and Abilities:


    • 1 year + of customer service experience.
    • High school diploma or graduate equivalent degree required.
    • Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.
    • Working knowledge of Microsoft Office suite of products.
    • Ability to navigate multiple computer systems and applications. Utilize search tools to find information.
    • Analytical ability with high attention to detail and accuracy.
    • Strong verbal, written, and interpersonal communication skills.
    • Strong 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.
    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:
    28073
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