Commercial Lines Account Representative

3 weeks ago

Schaumburg, Illinois, United States USI Holdings Corporation Full time
Job Summary:

As a Commercial Lines Account Representative at USI, you will play a vital role in assisting Sales Executives and Account Managers in servicing and retaining Commercial clients. This position offers a unique opportunity to gain exposure to Account Management job activities and develop your skills in a dynamic and fast-paced environment.

Key Responsibilities:

Assist Sales Executives and Account Managers in servicing and retaining Commercial clients
Process client policies, endorsements, audits, cancelations, and reinstatements
Audit insurance policy documents and work with Account Managers to correct inaccuracies
Produce schedules and summaries of insurance
Issue renewal and new certificates of insurance
Maintain accurate information in agency management systems
Complete accounting-related transactions, including complex and multi-client invoicing
Gather renewal information and assemble applications and schedules for Account Management team
Assist Account Management team in delivering client service and meeting client retention goals

Requirements:

1-2 years of 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

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. We offer a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth and success through our employee reward and recognition programs.

USI ONE Advantage:

Our USI ONE Advantage delivers a robust set of risk management and benefit solutions with bottom-line financial impact. Through our Omni, Network, and Enterprise elements, we develop strategic, timely, and effective risk management and benefit programs that are easy to understand and demonstrate a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition:

We recognize associates through our Summit Awards program, rewarding excellence in those who build our brand each day. We also offer employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives, including 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 together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace:

Our award-winning I'm With U diversity, equity, and inclusion program educates 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:

We have been 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, and recipient of the American Heart Association's Gold Status for maintaining a culture of health and well-being five years in a row.

USI Benefits:

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. We also offer a generous paid time off policy, paid family leave benefit, and paid holiday time.

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