Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to personal and professional development. The role involves overseeing daily operational activities to support personal lines account managers, ensuring accurate documentation, managing communications, and facilitating workflows.
Responsibilities
- Ensure accuracy and consistency in documentation, data entry, and recordkeeping to maintain high-quality outputs
- Manage task prioritization, communications, and workflow facilitation for Account Managers
- Support policy renewals, monitor expiration dates, and uphold strict confidentiality standards
- Monitor and manage all incoming mail and internal communications, ensuring timely distribution to appropriate team members. Follow up on outstanding items to maintain workflow continuity and meet service expectations
- Assign and distribute tasks to Account Managers based on workload, client priorities, and service deadlines
- Coordinate with Account Managers to ensure timely processing of new business, renewals, and service requests
- Maintain confidentiality and handle sensitive information in accordance with company policies and regulatory requirements
- Uphold USI’s Best Practices, Core Values, and Risk Management standards in all aspects of work
Skills
- Entry-level exposure and/or interest in Personal Lines Insurance, with a desire to grow and develop expertise in the field
- High School diploma or equivalent required
- Proficient with internet-based programs and Microsoft Office, including intermediate knowledge of Excel
- Skilled at handling tasks of varied complexities with precision and efficiency
- Able to work collaboratively in a fast-paced, team environment
- Strong communication skills and the ability to foster relationships with clients, co-workers, and partners
- Effective at organizing and managing workflows to ensure timely and accurate task completion
- College degree preferred
- Knowledge of Sagitta/Work Smart is a plus
Benefits
- Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
- Award-winning wellness program
- College scholarships for associates' children
- Financial help in times of need
- Medical
- Wellness
- Dental
- Vision
- 401(k)
- Flexible spending and health savings accounts
- Short and long-term disability
- Life insurance
- Generous paid time off policy
- Paid family leave benefit
- Paid holiday time
Company Overview
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is https://www.usi.com/.
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