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.
Program participants receive intensive training and career development support from a structured, eighteen-month curriculum, supported and delivered by a dedicated team of insurance educators and subject matter experts. As a new USI associate, you will gain practical experience helping local employers with their insurance needs with mentorship support from regional and national industry experts. As you gain confidence and understanding of the industry and USI’s approach, you will receive new assignments with increasing levels of responsibility.
What You’ll Learn
• The USI process, developed from over 500,000 client experiences and industry best practices
• Foundational insurance coverages, program design, and risk management strategies in preparation for obtaining your brokers’ license
• The role of an insurance broker and current industry challenges
• Effective negotiation and client-advocacy skills, and the ability to provide proactive, consultative service
• Networking and relationship-building skills, as well as professionalism soft-skills development
Program Overview:
The Commercial Insurance Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience.
• Months 1-3: 100% training
• Months 4-6: 50% training, 50% on the job experience
• Months 7-18: 20% training, 80% on the job experience
Technical Knowledge Training:
• Seven-week coverage core
• Advanced coverage topics
• Subject matter expert sessions
• Deep dive sessions
• Industry best practices
• Job shadowing
• Designation program projects and assignments
• Manage risk projects
• Newsgroup discussions
• Above and beyond assignments
• Topic of the week assignments
Ideal Candidate Qualifications:
• Commitment to continuous learning and development
• Strong organizational and time management skills
• High attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to work independently as well as in a team environment
• Demonstrate a high level of responsibility, initiative, and accountability
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Bachelor’s degree achieved between Spring ‘23 and Spring ‘24
Salary: $60,000/yr