Jobs · Finance · Texas

Associate Account Analyst

Liberty Mutual Insurance · Plano, TX · 2 days ago
FinanceFull-time

About the role

This is a hybrid position. Candidates within 50 miles of select offices are expected in-office 2 days/Week. This is an entry level position within the Account Analyst job family, with a goal of acquiring a basic understanding of risk evaluation on new and renewal business.

Responsibilities

  • Gathers, organizes and enters information into pricing models; and 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 service requests in a timely manner.
  • Deconstructs submissions by identifying, gathering and entering information into systems, pricing tools and models; flagging referral triggers, and initiating/managing requests to internal service providers (e.g., rating).
  • Gathers, analyzes and ensures the accuracy of pricing and proposal information (rating and pricing tool output, proposal language, coverage forms and endorsements, financial and legal agreements and offer/ disclosure /election forms) used by the underwriter to complete the coverage review, hazard analysis, pricing strategy and proposal.
  • Provides customer service to brokers and agents to facilitate the processing of business; answers questions, resolves problems on topics such as policy transactions, billing, and service needs.
  • 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, decision making, customer focus, detail orientation, written/verbal communications, organization, adaptability, courtesy, dependability and ability to learn/apply new information quickly and accurately.

Skills

Associates or bachelor’s degree preferred

Benefits

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

Pay

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.

Schedule

This is a hybrid position. Candidates within 50 miles of select offices are expected in-office 2 days/Week.

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