Surety Account Representative

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage ® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates’ children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, “I’m With U,” advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
• Business Insurance’s 2021 list of Best Places to Work in Insurance for the second year in a row.
• Forbes Best Large Employers in America (2018-2019).
• Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description:Assist Surety Sales Executives and Account Manager in servicing and retention of Commercial clients. Works to ensure client retention goals are met by responding promptly to requests from Sales Executives and Account Manager. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

• Participate in basic client services such as preparing new bond requests, processing renewal requests timely and accurately; assist with Bid/Final bonds requests in management system, as directed.
• At the Account Manager’s direction, order various endorsements from carriers, confirm changes to client, follow-up for receipt of endorsements, verify their accuracy and deliver to client with appropriate correspondence.
• Process various documents such as policy audits, cancellations and reinstatements.
• Copy/scan/file documents, when requested.
• Create/update excel or work documents, when requested.
• Assist in invoicing documents.
• Assist in resolution of accounting issues.
• Keep clients informed of status of any request, as directed.
• Adhere to ImageRight workflows.
• Maintenance of each carrier’s Power of Attorney, as directed.
• Obtaining bond numbers from carriers and loading into management system.
• Other projects, as needed by Producer or Account Manager.

Knowledge, Skills and Abilities:

• High School Graduate. General office/clerical experience
• Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe (varies by office)
• Notary license required or willing to obtain within an agreed upon timeframe.
• Good interpersonal skills and ability to work in a team environment.
• Must have great customer service skills and attention to detail with high quality standard.
• Must be comfortable with internet based programs as well as knowledge of Microsoft office products.
• Eager to learn new concepts and further professional development. Expected to further industry experience through courses with intent to pursue an industry designation.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

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 .