USI Insurance Services CL Account Representative in St. Louis, Missouri
CL Account Representative
MO - St. Louis
General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients.
Provides internal assistance to 2-4 Commercial Lines Account Managers.
Processes client policies, endorsements, audits, cancelations, and restatements.
Review commercial lines insurance policies to ensure accuracy.
Maintains accurate information in agency management systems.
Requests information from insurance carriers such as loss runs and endorsement changes.
Processes renewal certificates and insurance holder updates.
Assists in preparation of summary of insurance documents and finance agreements, as needed.
Assists Account Manager in preparing documents for client renewals.
Assists in invoicing clients, including complex client invoicing.
Assists Account Management team in delivering client service and meeting client retention goals.
Knowledge, Skills and Abilities:
Entry-level position; college degree preferred
Must be willing to earn Property & Casualty insurance license
Detail-oriented and prioritizes accuracy
Comfortable with internet-based programs and Microsoft Office products
Ability to work in a team environment
Resourceful, eager to learn new concepts and further professional development
Open to feedback and coaching
EOE including Disability/Veteran https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf