Invoicing Specialist
1 week ago
USI Holdings Corporation is seeking an experienced Invoicing Specialist to join our team. As an Invoicing Specialist, you will play a critical role in supporting our commercial lines account management team with all invoicing activities for assigned regions.
Responsibilities:- Provide internal invoicing assistance to Commercial Lines Account Managers.
- Complete data entry required to create accurate Sagitta invoices as submitted by account managers.
- Resolve accounting discrepancy tasks, working with the account management team and National Accounting Center.
- Assist account management team in delivering client service and meeting client retention goals.
- Maintain accurate information in agency management systems.
- Collaborate with regional finance team on producer commission discrepancies.
- Complete tasks in accordance with USI best practices and service standards for invoicing.
- 2+ years of experience in a Commercial Lines agency.
- College degree preferred.
- Intermediate understanding of Property & Casualty insurance, including admitted and non-admitted carrier.
- Familiarity with accounting as it relates to insurance premium/commission transactions.
- In-depth knowledge of Sagitta/ImageRight, including intermediate knowledge of Sagitta invoicing.
- Detail-oriented and prioritizes accuracy.
- Comfortable with internet-based programs and Microsoft Office products.
- Able to work in a team environment.
- Strong communication skills, with the ability to maintain relationships with other departments.
- Resourceful, eager to learn new concepts, and further professional development.
- Open to feedback and coaching.
USI Holdings Corporation 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 wide range of benefits, including competitive pay, incentives, and benefits, as well as employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives.
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.
We are 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.
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