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CL Sr Invoicing Specialist
General Description: Support commercial lines account management team with complex invoicing activities for assigned region. Resolve any associated accounting discrepancies.
Responsibilities:
• Provide internal invoicing assistance to Commercial Lines Account Managers on complicated transactions.
• Responsible for complex invoicing, including multi-bill and subscription or layered policies.
• Complete data entry required to create accurate Sagitta invoices as submitted by account managers.
• As directed, either return invoices to the requesting account manager or send invoices and accompanying documentation directly to clients.
• Resolve accounting discrepancies tasks. Work with account management team and National Accounting Center.
• Assist account management team in delivering client service and meeting client retention goals.
• Maintain accurate information in agency management systems.
• Collaborate with regional finance team on producer commission discrepancies.
• Provide guidance and mentorship to junior team members.
• Complete tasks in accordance with USI best practices and service standards for invoicing.
Knowledge, Skills, and Abilities:
• 5 years + experience in a Commercial Lines agency.
• College degree preferred.
• Intermediate understanding of Property & Casualty insurance, including admitted and non-admitted carrier.
• Knowledge of accounting as it relates to insurance premium/commission transactions.
• In depth knowledge of Sagitta/ImageRight. Includes advanced knowledge of Sagitta invoicing.
• Detail oriented and prioritizes accuracy.
• Comfortable with internet-based programs and Microsoft Office products.
• Able to carry out complex tasks with many concrete and abstract variables.
• Able to work in a team environment with minimal instruction.
• Strong communication skills, with the ability to maintain relationships with other departments.
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates’ children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
• Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
• Visit our Awards and Accolades page for a complete list of industry awards and recognitions!
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.
Job ID:
28485
