Account Analyst

About the Role

Under the direction of the Account Manager, Account Executive, and Executive Director, this position performs administrative tasks with a focus on critical thinking to identify trends, anomalies, and opportunities for service improvement for Joint Insurance Fund and Insurance Commission clients.

Responsibilities

• Coordinate the preparation of agendas by summarizing action items and obtaining reports from internal and external resources.
• Assist the Executive Director and/or Account Manager in preparing meeting agendas (including minutes) and distribute them to participants.
• Generate “Takeaways” and deliverables for subsequent meetings.
• Manage Resolutions, including updates, tracking, adding to agendas, collecting signatures, and retaining documents.
• Coordinate the distribution of vouchers and the gathering of signed affidavits to process bills.
• Advertise public meetings, contract appointments, and bid announcements in accordance with the Open Public Meetings Act.
• Attend JIF and Insurance Commission meetings, distribute materials, obtain signatures, call roll, and track votes.
• Serve as secretary for the JIFs and Insurance Commissions, including attending meetings, reviewing, and producing minutes.
• Manage and track Risk Management Information System (RMIS) approvals (review audit trail) and adjustments for the JIF and Insurance Commission.
• Maintain and update contact lists.
• Work with raw claims and underwriting data from Access or Origami to generate trending and analytical reports as directed by Account Managers and Claims Manager.
• Use Excel to run allocated assessments by departments/towns.
• Review multiple data fields used to merge policy documents for 500+ entities.
• Download training records from the Learning Management System to generate schedules, certificates, and reports.
• Make regulatory filings, including contracts, agendas, financial reports, and minutes with regulatory bodies.
• Schedule meetings with fund professionals and commissioners as needed.
• Enter underwriting data, ensure accuracy, and compare it to prior years.
• Handle mailings for the department, whether sporadic or regulatory.
• Update client websites with agendas, minutes, resolutions, and other required items.
• Control the annual merging and distribution of policy documents.
• Issue Financial Disclosure Notices.
• Assist the Account Manager, Executive Director, and others on special projects.
• Interact with fund professionals and clients while maintaining high professionalism standards.

Requirements

• Bachelor’s degree or equivalent work experience.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Self-starter with the ability to multi-task and work with minimal supervision.
• Strong problem-solving, interpersonal, analytical, verbal, and written communication skills.
• Detail-oriented with the ability to develop and manage key relationships at all levels.
• Ability to work in a high-pressure environment.
• Familiarity and experience with database programs.
• Authorized to work in the United States on a full-time basis without company sponsorship.

Qualifications

• Property and Casualty License (required for Insurance Commission roles).
• ARM, CISR, CIC, CPCU, or other specialized designations preferred.

Working Conditions

Office environment with moderate noise levels. Flexible hours, including evenings, and travel to other offices and client work sites as needed.

Pay

Salary for this position ranges from $62,000.00 to $75,000.00. The base pay offered will be determined based on experience, skills, training, location, certifications, and education. Decisions will be made on a case-by-case basis. This position may also be eligible for performance-based incentives.

Benefits

• Comprehensive benefits, including family medical and dental insurance programs.
• 401K plan participation.
• Paid time off (PTO).