USI Insurance Services · 4 hours ago
Preferred Internal Support Services I
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to personal and professional development. The role involves overseeing daily operational activities to support personal lines account managers, ensuring accurate documentation, managing communications, and facilitating workflows.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Ensure accuracy and consistency in documentation, data entry, and recordkeeping to maintain high-quality outputs
Manage task prioritization, communications, and workflow facilitation for Account Managers
Support policy renewals, monitor expiration dates, and uphold strict confidentiality standards
Monitor and manage all incoming mail and internal communications, ensuring timely distribution to appropriate team members. Follow up on outstanding items to maintain workflow continuity and meet service expectations
Assign and distribute tasks to Account Managers based on workload, client priorities, and service deadlines
Coordinate with Account Managers to ensure timely processing of new business, renewals, and service requests
Maintain confidentiality and handle sensitive information in accordance with company policies and regulatory requirements
Uphold USI’s Best Practices, Core Values, and Risk Management standards in all aspects of work
Qualification
Required
Entry-level exposure and/or interest in Personal Lines Insurance, with a desire to grow and develop expertise in the field
High School diploma or equivalent required
Proficient with internet-based programs and Microsoft Office, including intermediate knowledge of Excel
Skilled at handling tasks of varied complexities with precision and efficiency
Able to work collaboratively in a fast-paced, team environment
Strong communication skills and the ability to foster relationships with clients, co-workers, and partners
Effective at organizing and managing workflows to ensure timely and accurate task completion
Preferred
College degree preferred
Knowledge of Sagitta/Work Smart is a plus
Benefits
Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical
Wellness
Dental
Vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
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.
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
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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