As a member of our Internal Support Services team, you will oversee the daily operational activities that support the National Preferred Zones of personal lines account managers. You will manage incoming correspondence, facilitate new business processes, and ensure the accuracy and integrity of clients’ electronic records.
What You’ll Do:
- 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.
What We’re Looking For:
- 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. College degree preferred.
- Proficient with internet-based programs and Microsoft Office, including intermediate knowledge of Excel. Knowledge of Sagitta/Work Smart is a plus.
- 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.
