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USI Insurance Services CL Account Representative in St. Louis, Missouri

CL Account Representative

Alternate Locations:

MO - St. Louis

General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients.

Responsibilities:

  • 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

Job ID:

21377

EOE including Disability/Veteran https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf

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