USI Insurance Services

Description and Requirements

General Description: Responsible for managing the operational activities of assigned Personal Risk Preferred Client Services unit/department. Ensure consistent standards of service and professionalism.

Responsibilities:

• Responsible for full-cycle management and development of two or more employees.
• Provide technical expertise in coordinating the inside service of new and existing clients.
• Act as service team escalation point for complex client issues and questions.
• Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Personal Lines Property & Casualty Insurance.
• Manage team quality control of renewal expirations, avoiding any lapses in coverage.
• Monitor various monthly reports to ensure policies are renewed in a timely manner.
• Review team members open items, workloads, and backlog.
• Identify, plan, and resolve routine department coverage and workload issues.
• Monitor phone queue and redistribute workload based on call volume and available staff.
• Perform periodic quality audits, when necessary.
• Maintain a high degree of accuracy in agency management and document management systems.
• Stay current on industry and new product information, legislation, coverages, and technology.

Knowledge, Skills and Abilities:

• 3+ years of experience in a Personal Property & Casualty Insurance agency.
• High School Graduate. College degree preferred but not required.
• Understanding of Property & Casualty insurance coverages, underwriting, and rating concepts.
• Ability to manage others effectively. Prior managerial experience preferred but not required.
• Prior call center experience preferred.
• Must hold a Property & Casualty insurance license or obtain one within an agreed timeframe.
• Must hold an industry designation such as ARM, CIC, and CPCU or intent to pursue.
• Strong written, verbal, and interpersonal communication skills.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Must be comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/WorkSmart preferred but not required.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to understand call center technologies and manage call traffic.

GLDR

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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.

$75,000 - $85,000 & 8% Bonus