Invoicing Specialist – Insurance

General Description

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

• Provide internal invoicing assistance to Commercial Lines Account Managers.
• Complete 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, working with account management team and National Accounting Center.
• Assist account management team in delivering client service and meeting client retention goals.
• Maintain accurate information in agency management systems.
• Collaborate with regional finance team on producer commission discrepancies.
• Complete tasks in accordance with USI best practices and service standards for invoicing.

• 2 years+ experience in a Commercial Lines agency.
• College degree preferred.
• Intermediate understanding of Property & Casualty insurance, including admitted and non‑admitted carrier.
• 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 and prioritizes 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 pursue further professional development.
• Open to feedback and coaching.

USI offers a wide range of health, welfare, and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short‑term and long‑term disability, life insurance, and generous paid time off, paid family leave, and paid holidays.