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.
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