USI Insurance Services · 5 hours ago
Internal Insurance Assistant
Atlanta, GA
Full-time
Hybrid
Entry Level
1+ years expUSI Insurance Services is seeking an Internal Insurance Assistant to support their account management and underwriting teams. The role involves assisting in the service and retention of commercial property and casualty accounts through various routine tasks and established projects.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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
Manage in-coming and 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
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 be flexible and adaptable to changing priorities and deadlines
Ability to follow policies, procedures, and regulations
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous 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.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase