PG Sr. Insurance Assistant

USI Insurance Services • Sarasota, FL

273d

About The Position

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.

Requirements

• 1 year + of customer service experience.
• High school diploma or graduate equivalent degree required.
• Experience performing a variety of clerical functions including photocopying, faxing, filing, and data entry.
• Working knowledge of Microsoft Office suite of products.
• Ability to navigate multiple computer systems and applications.
• 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.

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.

Benefits

• Medical insurance
• Wellness programs
• Dental insurance
• Vision insurance
• 401(k)
• Flexible spending accounts
• Health savings accounts
• Short and long-term disability
• Life insurance
• Paid time off policy
• Paid family leave benefit
• Paid holiday time

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED