Company:
USI Holdings Corporation
Location: San Francisco
Closing Date: 23/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
General Description: Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executive or Underwriters coordinate underwriting or customer service processes.
Responsibilities:
• Review and process applications for new and renewal business.
• Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.
• Prepare and/or review and analyze technical documents to assure accuracy and completeness.
• Input and maintain accuracy and completeness of policy management systems and files.
• Invoice and track receivables. Assist with resolving accounting discrepancies as needed.
• Prepare premium finance agreements and manage the process as needed.
• Assist in development of presentations to customers and prospects.
• Assist with developing and implementing claims handling instructions and loss control.
• Order various reports, loss runs, MVR's and follow-up for their receipt.
• Handle or refer underwriters' questions, when requested.
Knowledge, Skills and Abilities:
• 2 years + of insurance experience.
• High school diploma or graduate equivalent degree required.
• 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 be flexible and adaptable to changing priorities and deadlines
• Ability to follow policies, procedures, and regulations.
#LI-AG3
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.
Salary Range: $40,000-$50,000 (depends on experience) This is a bonus-eligible position with a target incentive of 5%. Applications accepted through 10/28/2024
Job ID:
28248
Responsibilities:
• Review and process applications for new and renewal business.
• Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.
• Prepare and/or review and analyze technical documents to assure accuracy and completeness.
• Input and maintain accuracy and completeness of policy management systems and files.
• Invoice and track receivables. Assist with resolving accounting discrepancies as needed.
• Prepare premium finance agreements and manage the process as needed.
• Assist in development of presentations to customers and prospects.
• Assist with developing and implementing claims handling instructions and loss control.
• Order various reports, loss runs, MVR's and follow-up for their receipt.
• Handle or refer underwriters' questions, when requested.
Knowledge, Skills and Abilities:
• 2 years + of insurance experience.
• High school diploma or graduate equivalent degree required.
• 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 be flexible and adaptable to changing priorities and deadlines
• Ability to follow policies, procedures, and regulations.
#LI-AG3
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.
Salary Range: $40,000-$50,000 (depends on experience) This is a bonus-eligible position with a target incentive of 5%. Applications accepted through 10/28/2024
Job ID:
28248
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USI Holdings Corporation