Internal Insurance Assistant

Commercial Property And Casualty Account Service Representative

Under general supervision, assist internal account management or underwriting team in service and retention of commercial property and casualty accounts into IGP from retail. Responsible for routine tasks and established projects.

• Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
• Process insurance policies, endorsements, and/or claims.
• Process new business and renewal submissions per departmental guidelines.
• Maintain accuracy and completeness of customer database in agency management system.
• Process routine to complex transactions.
• Proofread documents for accuracy and completeness.
• Answer incoming calls and manage the electronic mail inbox.
• Coordinate claim notifications to appropriate carrier and agent.
• Review expiration lists and process renewal solicitations.
• Create and maintain files according to policies and procedures guidelines.
• Order loss summaries or claims history.
• Assist in reconciliation of accounts receivable by account.
• May issue binder and invoices as directed.

1+ years of customer service experience. Insurance experience preferred. High school diploma or graduate equivalent degree required. Experience performing clerical tasks. 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. Effective 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.