Analyst - Service and Delivery

About the role

This position assists with coordinating the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical. The role is an hourly, non-exempt, full-time position with the option to work from any of Newfront's office locations. It will be considered hybrid if living within 25 miles of a Newfront office location.

Responsibilities

• Prepare and review client communications and deliverables.
• Manage certificate of insurance process, if necessary.
• Prepare, review, and distribute policies, endorsements, and invoices.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Execute consistent and accurate data and information entry and maintenance in various systems including proprietary Agency Management System and SharePoint.
• Execute consistent and accurate database and document management processes and workflows.
• Coordinate and own the renewal process workflow for successful, timely execution.
• Assist in the preparation and distribution of client deliverables.
• Perform other duties and special projects as assigned.

Requirements

• Minimum of 1 year of brokerage experience.
• Minimum of 2 years in a comparable and/or relevant work environment.
• Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).

Skills

• Solid communication skills: writing and presentation preparation.
• Excellent telephone and email etiquette for a customer service environment.
• Intermediate knowledge and use of standard features in Microsoft Office.
• Ability to be resourceful, take initiative, and work to solve problems.
• Works well with others in a fast-paced environment and is responsive to co-workers and colleagues; must also work independently.
• Adaptability and flexibility to respond to client and team needs.
• Strong time management skills.
• Ability to learn and adopt technology systems and software applications.
• Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
• Ability to review internal/external deliverables to ensure accuracy.
• Project maintenance skills.

Preferred Qualifications

• Management Liability experience is preferred.

Pay

The base salary compensation range for this role is $23.17 - $49.62 per hour. This role is also eligible for an annual short-term incentive bonus.

Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program).
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave).
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior-level colleagues who satisfy the plans’ eligibility requirements.