Commercial Lines Invoicing Specialist - our offices in OH, KY, IN, or MI

Commercial Lines Invoicing Specialist

Must be located near our offices in OH, KY, IN, or MI.

Support the commercial lines account management team with all invoicing activities for the assigned region and resolve any associated accounting discrepancies.

• Provide internal invoicing assistance to Commercial Lines Account Managers.
• Complete the data entry required to create accurate Sagitta invoices as submitted by account managers.
• As directed, either return invoices to the requesting account manager or send invoices and accompanying documentation directly to clients.
• Resolve accounting discrepancy tasks while working with the account management team and National Accounting Center.
• Assist the account management team in delivering client service and meeting client retention goals.
• Maintain accurate information in agency management systems.
• Collaborate with the regional finance team on producer commission discrepancies.
• Complete tasks in accordance with USI best practices and service standards for invoicing.

• 2+ years of experience in a Commercial Lines agency.
• College degree preferred.
• Intermediate understanding of Property & Casualty insurance, including admitted and non‑admitted carriers.
• Familiarity with accounting as it relates to insurance premium/commission transactions.
• In‑depth knowledge of Sagitta/Image Right, including intermediate knowledge of Sagitta invoicing.
• Detail oriented with a focus on accuracy.
• Comfortable with internet‑based programs and Microsoft Office products.
• Able to work in a team environment.
• Strong communication skills, with the ability to maintain relationships with other departments.
• Resourceful, eager to learn new concepts, and committed to professional development.
• Open to feedback and coaching.

USI offers a full suite of competitive benefits including medical, dental, vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, paid time off, paid family leave, and paid holidays.

USI also invests heavily in career development, employee recognition programs, wellness initiatives, and community engagement.

• Seniority Level: Entry Level
• Employment Type:
  
  Full‑time
• Job Function:
  Management and Manufacturing
• Industry: Insurance