USI Insurance Services · 1 week ago
Insurance Assistant - Sports & Entertainment
USI Insurance Services is a company focused on providing comprehensive insurance solutions. The Insurance Assistant will support the management and underwriting team in servicing and retaining commercial property and casualty accounts, handling various routine tasks and 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
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
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 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.
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
Company data provided by crunchbase