USI Insurance Services · 10 hours ago
Insurance Assistant
Time, IL
Full-time
Remote
Entry Level
$37K/yr - $43K/yr
1+ years exp
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Responsibilities
Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
Verify, invoice, and process insurance policies, endorsements and/or claims.
Maintain accuracy and completeness of customer database on agency management system.
Process routine to complex transactions.
Process and revise draft insurance proposals or quotes.
Proofread documents for accuracy and completeness.
Answer incoming calls.
Open, date stamp, process in-coming mail, and sort outgoing mail.
Administer claim reports.
Review expiration lists.
May issue binders, policies, and endorsements as directed.
Create and maintain files according to policies and procedures guidelines.
Prepare or request loss summaries and/or detailed insurance summaries.
Assist in reconciliation of accounts receivable by account.
Qualification
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Required
1 year + of customer service experience.
High school diploma or graduate equivalent degree required.
Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.
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 follow policies, procedures, and regulations.
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10,001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market· Undisclosed
2017-03-17Acquired· by Kohlberg Kravis Roberts ($4.3B)
Leadership Team
Sandra Usleman
Senior Vice President & Chief Sales Officer
Stew Gibson
Senior Vice President and Chief Information Officer
Recent News
Globe Newswire
2024-06-03
2024-05-17
GlobeNewswire News Room
2024-05-06
Company data provided by crunchbase
