Insurance Client Services Account Specialist

USI Insurance Services; United States; On-site; USD 55,000 - 65,000; Full time

Job summary

USI Insurance Services is seeking a Customer Care Center professional to service client accounts, assist with new and renewed marketing, and address client questions. You will review policies, coordinate with carriers, and ensure timely quotes and documentation with accuracy.

Requirements include 2–5 years in Personal Lines P&C, a current P&C license, and strong communication. A college degree is preferred, with opportunities to advance within the renowned USI risk management platform.

Qualifications

• 2–5 years experience in Personal Lines P&C insurance with underwriting and rating concepts.
• Must hold a state P&C license or be willing to obtain one within an agreed timeframe.
• Industry designations (ARM/CIC/CPCU) are a plus.

Responsibilities

• Service client accounts via carrier websites and online rating systems.
• Coordinate service of new and existing clients through sales and problem solving.
• Submit to carriers for quotes and policies, follow up for timely receipt.
• Answer underwriters’ questions promptly and maintain accurate records.
• Support USI personal risk initiatives and use carrier service centers when possible.

Skills

P&C insurance knowledge

P&C license

Industry designation (ARM/CIC/CPCU)

Strong communication skills

Teamwork and collaboration

Education

High School diploma

College degree preferred

Tools

Sagitta/WorkSmart

Job description

USI Insurance Services is seeking a Customer Care Center professional to service client accounts, assist with new and renewed marketing, and address client questions. You will review policies, coordinate with carriers, and ensure timely quotes and documentation with accuracy.

Requirements include 2–5 years in Personal Lines P&C, a current P&C license, and strong communication. A college degree is preferred, with opportunities to advance within the renowned USI risk management platform.