USI Insurance Services · 1 day ago
Commercial Lines Regional Insurance Operations Project Manager
Glastonbury, CT
Full-time
Onsite
Mid, Senior Level
$105K/yr - $140K/yr
5+ years expUSI Insurance Services is focused on creating operational efficiencies within the Commercial Lines Account Management team. The Commercial Lines Regional Insurance Operations Project Manager will manage operational activities of the Invoicing team and ensure departmental priorities are implemented to reach profitability and service goals.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Hiring Manager
Nicholas Magoulas
Responsibilities
Work with leadership to ensure departmental priorities are implemented
Provide regional leadership updates on operational performance, take corrective action as necessary
Work with offices identifying areas of improvement and creating efficiencies
Accountable for full-cycle management and development of Invoicing team members. Includes mentorship, monitoring workloads, performance management, and training
Manage the Invoice team's quality control of client invoicing, ensure adherence to service standards, and perform periodic reviews
Lead regular team meetings with Invoice staff
Work with Commercial Lines offices to implement and manage outside relationships with policy-checking, data management and certificate issuance resources. Ensure departments gain expected efficiencies in proper use of these resources
Identify and coordinate training needed for Commercial Lines staff
Manage agency management system data review and cleaning projects
Produce and monitor various monthly reports to ensure review of policies, timely invoicing, and appropriate team member workloads
Attend Commercial Lines Operations Leaders calls and meetings
Analyze account assignment within the Commercial Lines Account Management team. Work with Regional Director to reassign clients as needed
Manage operational integration of acquired groups into the region
Qualification
Required
5 years + experience in a Commercial Lines agency
Strong understanding of Property & Casualty insurance
Must hold or be willing to earn Property & Casualty insurance license
Comfortable with internet-based programs and Microsoft Office products
Strong communication and problem-solving skills
Ability to carry out complex tasks with many concrete and abstract variables
Preferred
College degree preferred
Knowledge of Sagitta/ImageRight preferred but not required
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
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