Jobs · Finance · California

Associate Account Analyst

Liberty Mutual Insurance · Walnut Creek, CA · 4 days ago
FinanceFull-time

Responsibilities

  • Gathers, organizes and enters information into pricing models;
  • Performs the initial analysis of exposure, loss and coverage for the underwriter;
  • Supports the underwriter and agent/broker with highly responsive service by managing the workflow from clearance through policy issuance and file documentation;
  • Captures, analyzes and ensures the accuracy of pricing and proposal information;
  • Provides customer service to brokers and agents to facilitate the processing of business;
  • Executes post-sale account management workflow, including initiation of billing, policy issuance, acquisition of account agreements and file documentation;
  • Initiates pre-renewal communications via conditional/non-renewal notice draft when necessary;
  • Supports the underwriter with mid-term account reviews / stewardship, ongoing service, service planning and endorsements.

Qualifications

  • Capable of critical thinking/problem solving;
  • Customer focused;
  • Detail oriented;
  • Effective written/verbal communication;
  • Organized;
  • Able to adapt quickly;
  • Courteous;
  • Reliable;
  • Able to learn and apply new information quickly and accurately.

About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

About Us: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices CaliforniaLos Angeles IncorporatedLos Angeles UnincorporatedPhiladelphiaSan Francisco

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