USI Insurance Services · 2 hours ago
Commercial Lines Sr. Account Rep
Cleveland, OH
Full-time
Onsite
Mid, Senior Level
$67K/yr - $67K/yr
1+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a Commercial Lines Senior Account Representative to assist in the service and retention of commercial clients. The role involves providing internal assistance to account managers, processing client policies, and maintaining accurate information in agency management systems.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Provides internal assistance to 2-4 Commercial Lines Account Managers
Processes client policies, endorsements, audits, cancelations, and reinstatements
Audits insurance policies documents and works with to Account Manager to correct inaccuracies
Produces schedules and summaries of insurance
Issues renewal and new certificates of insurance
Maintains accurate information in agency management systems
Completes accounting-related transactions including complex and multi-client invoicing
Gathers renewal information and assembles applications and schedules for Account Management team
Assists Account Management team in delivering client service and meeting client retention goals
Gains exposure to Account Management job activities
Qualification
Required
1-2 years experience in a Commercial Lines agency
Early intermediate understanding of Property & Casualty insurance
Must hold or be willing to earn Property & Casualty insurance license
Comfortable with internet-based programs and Microsoft Office products
Able to work in a team environment
Resourceful, eager to learn new concepts and further professional development
Open to feedback and coaching
Preferred
College degree preferred
Knowledge of Sagitta / ImageRight preferred, but not required
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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