Insurance Assistant

2 days ago

Dallas, Texas, United States USI Insurance Services Full time $45,000 - $65,000 per year

General Description: Under general supervision, assist 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.
  • Open, date stamp, process in-coming mail, and sort 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 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.

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