Select Commercial Lines Account Rep

AZ
- Phoenix, AZ
- Tempe, CA
- Irvine, CA
- Woodland Hills

Job

32233

General Description: Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational and agency resources.

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto ’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Assist with online carrier rating and endorsement process.
• Assist in preparation of summary of insurance documents and finance agreements, as needed.
• Support Account Manager in preparing documents for client renewals.
• Invoice policies, including complex invoicing as assigned.
• Responsible for carrier service center book of business and escalations to Account Manager.
• Maintain regional mailbox and direct emails to appropriate resources.
• Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.

• Entry-level position, minimum 1+ years Commercial Lines experience.
• Must hold Property & Casualty Insurance License.
• Able to work in a fast‑paced team environment, be detailed, and ability to prioritize work.
• Strong written, verbal, and interpersonal communication skills.
• Working knowledge of internet‑based programs and Microsoft Office products.
• Resourceful, eager to learn new concepts, and continue professional development.
• Open to feedback, coaching, and development.

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.