Sr Insurance Assistant - Operations & Training

Usi, Inc.; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

medical

wellness

dental and vision

401(k)

flexible spending and health savings

short and long-term disability

life insurance

paid time off policy

paid family leave benefit

paid holiday time

Job summary

USI, Inc. is seeking an administrative and technical support professional to aid underwriters and account executives with daily processes, client services, and policy management. This role supports issuing certificates, reviewing documents, and maintaining accurate systems.

Applicants should bring insurance experience, strong communication, and proficiency with Microsoft Office. The position emphasizes accuracy, teamwork, and adherence to policies in a fast-paced environment.

Qualifications

• 2 years + of insurance experience.
• High school diploma or graduate equivalent degree required.
• 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 be flexible and adaptable to changing priorities and deadlines
• Ability to follow policies, procedures, and regulations.

Responsibilities

• Review and process applications for new and renewal business.
• Issue Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.
• Prepare and review technical documents to assure accuracy and completeness.
• Input and maintain accuracy and completeness of policy management systems and files.
• Invoice and track receivables. Assist with resolving accounting discrepancies as needed.
• Prepare premium finance agreements and manage the process as needed.
• Assist in development of presentations to customers and prospects.
• Assist with developing and implementing claims handling instructions and loss control.
• Order various reports, loss runs, MVR's and follow-up for their receipt.
• Handle or refer underwriters' questions, when requested.

Skills

Insurance experience

Attention to detail

Communication skills

Organization

Multi-tasking

Teamwork

Adaptability

Policy compliance

Customer service

Education

High school diploma or GED

Tools

Microsoft Office

Job description

General Description

Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executive or Underwriters coordinate underwriting or customer service processes.

Responsibilities

• Review and process applications for new and renewal business.
• Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards.
• Prepare and/or review and analyze technical documents to assure accuracy and completeness.
• Input and maintain accuracy and completeness of policy management systems and files.
• Invoice and track receivables. Assist with resolving accounting discrepancies as needed.
• Prepare premium finance agreements and manage the process as needed.
• Assist in development of presentations to customers and prospects.
• Assist with developing and implementing claims handling instructions and loss control.
• Order various reports, loss runs, MVR's and follow-up for their receipt.
• Handle or refer underwriters' questions, when requested.

Knowledge, Skills and Abilities

• 2 years + of insurance experience.
• High school diploma or graduate equivalent degree required.
• 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 be flexible and adaptable to changing priorities and deadlines
• Ability to follow policies, procedures, and regulations.

Benefits

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.

• 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
• paid time off policy
• paid family leave benefit
• paid holiday time