Program Client Services Business Analyst - State National
Markel · Bedford, TX · 1 wk ago
AnalystFull-time
At Markel, the work you do gives people the confidence to move forward and seize opportunities. Markel Group (NYSE: MKL) is a Fortune 500 holding company for insurance, reinsurance, specialist advisory, and investment operations with over 60 offices in 20+ countries. We’re a global community of optimists and problem‑solvers who believe that when we realize our potential, we can help others reach theirs.
Responsibilities
- Oversee all aspects of the current client tracking system of the Client Services Department, requiring strategic understanding of the division.
- Evaluate CRM program performance (development and maintenance process).
- Drive continuous development and improvement of standard reporting tools.
- Develop and provide analysis on client‑specific metrics.
- Support client metrics and reporting.
- Provide guidance and training on system processes to the Client Services team, as well as perform regular system tasks.
- Prepare presentations and reports on an ongoing basis.
- Create wires and manage the wiring process.
- Assist with payment of claims and special projects across teams.
- Execute special projects as assigned.
Requirements
- Moderate to strong knowledge of CRM (Microsoft Dynamics a plus), including charts and report building; prior in‑depth experience preferred.
- Advanced Microsoft Office skills — Word, Excel, PowerPoint.
- Experience using databases.
- Strong analytical and quantitative skills, including the ability to recognize inconsistencies and assess reasonableness.
- Ability to lead projects and build cross‑departmental relationships.
- Strong attention to detail, well organized, and able to thrive in a fast‑paced, changing environment.
- Ability to multi‑task on multiple projects simultaneously and complete them with little supervision.
- Strong work ethic; able to work independently on diverse assignments.
- High level of professionalism, motivation, enthusiasm, and patience.
- Thrive in and foster a highly collaborative work environment.
- Excellent oral and written communication skills; able to present findings and communicate key concepts to senior management.
- Bachelor’s degree or high school diploma/equivalent with extensive insurance experience.
- 3–5 years of analysis experience.
- Customer/Client Service experience.
- Experience in a fast‑paced service environment preferred.
- Previous experience leading projects of all sizes, independently or within a team.
Work Authorization: US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Benefits
- Multiple health, dental, and vision insurance plan options
- Optional life, disability, and AD&D insurance
- 401(k) with employer match contributions
- Employee Stock Purchase Plan
- Paid time off (PTO)
- Corporate holidays and floating holidays
- Parental leave
Location: Hybrid work arrangement based in Bedford, TX.