Account Analyst - Commercial Insurance

Your Responsibilities

• Learning the basics of program administration, pre and post renewal and ongoing.
• Aids AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues.
• Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
• Supports tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events.
• Captures and processes client invoices including monitoring errors or "suspense" items and processes producer allocations as needed.
• Builds skillset to audit renewal invoices and confirm accuracy.
• Supports client marketing by gathering client exposure and submission information and coordinating vendor responses and follow-up.
• Processes and issues binders, invoices, auto id cards, and claims instructions. Orders appropriate changes and corrections from completed policy review or policy endorsements. Completes initial policy checks, policy files, client manuals and summaries.
• Onboards clients by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, drafts BORs, Client Information Sheet for internal commission tracking, as directed by AM.
• Coordinates gathering of reporting for renewal process or to support client questions.

Qualifications

• 0-1 years’ experience client service or customer service
• Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
• Builds basic knowledge of property and casualty coverages
• Builds basic awareness of insurance funding mechanisms and the structures available for clients
• Ability to compile and analyze financial information
• Proficiency in the use of Microsoft Word, Excel, and PowerPoint.