Remote Commercial Lines Support Specialist

USI Insurance Services; Portland (OR); Remote; USD 46,000 - 70,000; Full time

Job summary

USI Insurance Services is seeking an entry-level associate who will assist Account Managers with client tasks, retention goals, and growth for Select Commercial Lines clients valued up to $15,000 in revenue.

The role emphasizes developing client service skills and insurance product knowledge through available educational resources while working in a remote-capable environment with state residency requirements.

Qualifications

• Entry-level position; Associate degree preferred.
• Candidates must reside in Washington, Oregon, Utah, or Colorado.
• Property & Casualty license highly preferred; willing to earn license within timeframe.
• Able to work in a fast-paced team environment, be detailed, and prioritize work.
• Strong written, verbal, and interpersonal communication skills.
• Strong customer service skills.
• Working knowledge of internet-based programs and Microsoft Office products.
• Resourceful, eager to learn new concepts, and continue professional development.
• Open to feedback, coaching, and development.

Responsibilities

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto id’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Assist with online carrier rating and endorsement process.
• Assist in preparation of summary of insurance documents and finance agreements, as needed.
• Support Account Manager in preparing documents for client renewals.
• Invoice policies, including complex invoicing as assigned.
• Responsible for carrier service center book of business and escalations to Account Manager.
• Maintain regional mailbox and direct emails to appropriate resource.
• Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.

Skills

Customer service

Written communication

Verbal communication

Interpersonal skills

Microsoft Office

Internet-based programs

Education

Associate degree preferred

Tools

Microsoft Office

Internet-based programs

Job description

USI Insurance Services is seeking an entry-level associate who will assist Account Managers with client tasks, retention goals, and growth for Select Commercial Lines clients valued up to $15,000 in revenue.

The role emphasizes developing client service skills and insurance product knowledge through available educational resources while working in a remote-capable environment with state residency requirements.