Senior Account Representative - Commercial Lines

USI Insurance Services • Charlotte, NC

266d • Remote

About The Position

USI Insurance Services is hiring a Senior Commercial Lines Account Representative for our team in Charlotte, North Carolina! This is a hybrid role offering three work-from-home days each week. The position involves assisting the Sales Executive and Account Manager in service and retention of Commercial clients and gaining exposure to Account Management job activities.

Requirements

• 1-2 years 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.

Responsibilities

• Provides internal assistance to 2-4 Commercial Lines Account Managers.
• Processes client policies, endorsements, audits, cancellations, and reinstatements.
• Audits insurance policies documents and works with the Account Manager to correct inaccuracies.
• Produces schedules and summaries of insurance.
• Issues renewal and new certificates of insurance.
• Maintains accurate information in agency management systems.
• Completes accounting-related transactions including complex and multi-client invoicing.
• Gathers renewal information and assembles applications and schedules for the Account Management team.
• Assists the Account Management team in delivering client service and meeting client retention goals.
• Gains exposure to Account Management job activities.

Benefits

• Medical, wellness, dental and vision insurance.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Generous 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: Bachelor's degree