WM Insurance Assistant

USI Insurance Services; Jackson (MS); On-site; USD 32,000 - 42,000; Full time

Job summary

USI Insurance Services in Mississippi, Jackson area seeks an entry-level Administrative Assistant to support account management or underwriting teams in service and retention of commercial property and casualty accounts. The role covers routine tasks and established projects.

You will coordinate information flow, verify policies, invoices, and process transactions, maintain customer databases, and assist in loss summaries while following policies and deadlines.

Qualifications

• 1 year+ of customer service experience.
• High school diploma or GED.
• 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 be flexible and adaptable to changing priorities and deadlines.
• Ability to follow policies, procedures, and regulations.

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.
• Manage in-coming and 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.
• Ability to follow policies, procedures, and regulations.

Skills

Customer service

Clerical tasks

Microsoft Office

Data entry

Communication skills

Attention to detail

Organization

Team collaboration

Adaptability

Education

High school diploma or GED

Tools

Agency management system

Job description

General Description:

Under general supervision, assist account 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.
• Manage in-coming and 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.
• Ability to follow policies, procedures, and regulations.
• #LI-CG3
• #LI-Onsite

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 be flexible and adaptable to changing priorities and deadlines.
• 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 .