• Provide prompt, knowledgeable service of requested policy transactions through multiple programs.
• Review binders, rate sheets, and applications against policies to ensure accuracy. Add surplus lines information/documentation to policies.
• Ensure state surplus lines requirements are met before releasing the policy to the agent.
• Update status in company system to reflect policy mailed out.
• Email required carrier documentation after policy is issued.
• File all policy documentation electronically. Ensure filing is in accordance with company workflows, procedures, and best practices.
• Review reports and confirm policy issuance remains compliant and within guidelines.
• Correspond directly with underwriting and brokerage account team. Includes transactions with discrepancies, missing documentation, or items that require clarification.
• Respond to internal requests for information, documents, and general policy inquiries.
• Meet or exceed individual daily processing requirements and monthly accuracy goals.

• 3 years + of insurance experience.
• High school diploma or general education degree (GED) required.
• Knowledge of AIM/ImageRight preferred.
• Detail oriented. Ability to prioritize tasks and manage workload while meeting deadlines.
• Must demonstrate an aptitude to obtain knowledge of the insurance contracts and coverages being underwritten in the department.
• Ability to work in a fast-paced, team environment with minimal instruction.

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.