Select Commercial Lines Account Representative

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

Description and Requirements

This is a remote position; however, candidates must reside in Washington, Oregon, Utah, or Colorado.

Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational and agency resources.

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.

Knowledge, Skills And Abilities

• Entry-level position: Associate degree preferred.
• Candidates must reside in Washington, Oregon, Utah, or Colorado.
• Property & Casualty license highly preferred. Must be willing to earn Property & Casualty insurance license within agreed upon 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.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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 12 paid holidays.

This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.

This is a bonus eligible position with a target incentive of 5%.

Salary Range: $46,000 - $70,000 annually