Insurance Assistant

USI Insurance Services; Dallas (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Paid family leave

Job summary

USI Insurance Services in Dallas is looking for a dedicated individual to assist our management and underwriting team in the service and retention of commercial property and casualty accounts. The role requires routine tasks, processing of insurance policies, and maintaining accurate customer databases.

Ideal candidates will have a high school diploma, customer service experience, and proficiency in Microsoft Office. We offer a comprehensive suite of benefits including medical, dental, and paid time off.

Qualifications

• 1 year+ of customer service experience required.
• Experience performing clerical functions such as photocopying and data entry.
• Ability to follow policies and procedures.

Responsibilities

• Coordinate information flow to resolve accounting or underwriting questions/issues.
• Verify and process insurance policies and claims.
• Maintain accuracy of customer database on management system.

Skills

Customer service experience

Microsoft Office suite proficiency

Analytical ability

Verbal and written communication

Organizational skills

Education

High school diploma or graduate equivalent degree

Job description

General Description

Under general supervision, assist 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.
• Open, date stamp, process in‑coming mail, and sort outgoing mail.
• 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 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.