PEO Analyst I

Job Summary

Responsibilities

• Answer incoming calls, route callers to the appropriate team member, and assist clients with basic inquiries.
• Make outbound calls to follow up on applications, quotes, missing information, and other pending requests.
• Review and categorize messages received through the shared Outlook inbox.
• Review InsurLink requests, assist with client setup, and answer basic platform-related questions.
• Review new cases and identify clients who need support from the Insurance Services team.
• Download documents from carrier websites and route them to the appropriate team members for processing.
• Process insurance certificates in accordance with established procedures.
• Complete online quotes through insurance carrier platforms and send the results to the assigned team member.
• Support the Once Bound process, including binder review, account processing in AMS360, and master certificate creation.
• Run monthly expiration reports and schedule renewal follow-up activities on the appropriate team members’ calendars.
• Prepare monthly renewal and operational reports, including retention, activity, and sales information.
• Send DocuSign packages for new and renewal policies, including finance contracts when required.
• Contact existing clients to follow up on payments associated with additional-premium endorsements and audits.
• Request finance quotes for additional premiums, audits, and endorsements in accordance with established procedures.
• Enter and maintain accurate information in all required systems.
• Perform other administrative duties as assigned.

Skills And Experience

• English and Spanish proficiency at 80% or higher in speaking and writing (B2/B2+ or above).
• A high school diploma required.
• One year of experience in administrative support, customer service, back-office operations, insurance services, or a similar field preferred.
• Availability to work Eastern Time Zone hours and follow the U.S. holiday schedule.
• Excellent verbal and written communication skills, with a genuine interest in assisting customers.
• A professional presentation and a polite, tactful, and friendly demeanor.
• Proficiency with computer systems and software.
• A strong attention to detail.
• A consistent attendance and punctuality, with flexibility to work additional hours as needed.
• The ability to adapt to change and evolving workplace demands.
• Strong organizational, analytical, and problem-solving skills.
• The ability to manage multiple assignments effectively.