General Description: Under general supervision, assist account management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects. 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. Knowledge, Skills and Abilities: • 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. USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .