Commercial Lines Account Representative (New England)

Recruitment began on August 4, 2025

and the job listing Expires on December 26, 2025

Full-Time Job Accounting, Data Analytics, Economics & Finance

General Description: Program participants receive intensive training and career development from a structured, 18-month curriculum, supported and delivered by a dedicated team of insurance educators and subject matter experts. As a new USI associate, you will gain practical experience helping local employers with their insurance needs with mentorship support from regional and national industry experts. As you gain confidence and understanding of the industry and USI’s approach, you will receive new assignments with increasing levels of responsibility.

What You’ll Learn

• The USI process, developed from over 500,000 client experiences and industry best practices.
• Foundational insurance coverages, program design, and risk management strategies in preparation for obtaining your brokers’ license.
• The role of an insurance broker and current industry challenges.
• Effective negotiation and client-advocacy skills, and the ability to provide proactive, consultative service.

Program Overview: The Commercial Insurance Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience.

• Training: Hands On
• Months 1-3: 100% training
• Months 4-6: 50% training; 50% fieldwork
• Months 7-18: 20% training; 80% fieldwork
• Networking and relationship-building skills

General Description of Commercial Lines Account Representative Responsibilities

Assist Sales Executive and Account Manager in service and retention of Commercial clients.

• Provides internal assistance to 2-4 Commercial Lines Account Managers.
• Processes client policies, endorsements, audits, cancelations, and restatements.
• Review commercial lines insurance policies to ensure accuracy.
• Maintains accurate information in agency management systems.
• Requests information from insurance carriers such as loss runs and endorsement changes.
• Processes renewal certificates and insurance holder updates.
• Assists in preparation of summary of insurance documents and finance agreements, as needed.
• Assists Account Manager in preparing documents for client renewals.
• Assists in invoicing clients, including complex client invoicing.
• Assists Account Management team in delivering client service and meeting client retention goals.

Technical Knowledge Training:

• Seven-week coverage core
• Advanced coverage topics
• Subject matter expert sessions
• Deep dive sessions
• Industry best practices
• Job shadowing
• Designation program Projects and Assignments
• Newsgroup discussions
• Above and beyond assignments
• Topic of the week assignments

Ideal Candidate Qualifications:

• Commitment to continuous learning and development.
• Strong organizational and time management skills.
• High attention to detail and accuracy.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work independently as well as in a team environment.
• Ability to take on a high level of responsibility, initiative, and accountability.
• Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint.

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 12 paid holidays.

This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.

This is a bonus eligible position with a target incentive of 5%.

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