What are the responsibilities and job description for the Commercial Lines Account Representative position at USI Holdings Corporation?
General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients. **This position offers a hybrid schedule with the employee working 3 days in our Charleston, WV or Huntington, WV office and 2 days from their home office.**
Responsibilities:
- Provides internal assistance to 2-4 Commercial Lines Account Managers.
- Processes client policies, endorsements, audits, cancelations, and restatements.
- Review commercial lines insurance policies to ensure accuracy.
- Maintains accurate information in agency management systems.
- Requests information from insurance carriers such as loss runs and endorsement changes.
- Processes renewal certificates and insurance holder updates.
- Assists in preparation of summary of insurance documents and finance agreements, as needed.
- Assists Account Manager in preparing documents for client renewals.
- Assists in invoicing clients, including complex client invoicing.
- Assists Account Management team in delivering client service and meeting client retention goals.
Knowledge, Skills and Abilities:
- Entry-level position; college degree preferred
- Must be willing to earn Property & Casualty insurance license
- Detail-oriented and prioritizes accuracy
- Comfortable with internet-based programs and Microsoft Office products
- Ability to work in a team environment
- Resourceful, eager to learn new concepts and further professional development
- Open to feedback and coaching
Unrivaled Resources and Support
Industry-Leading Programs, Rewards, and Recognition
Deep Community Engagement
Committed to a Diverse, Equitable, and Inclusive Workplace
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
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.
