Senior Account Analyst - Commercial Construction Insurance

About the role

The Senior Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience while learning how commercial insurance programs are structured, placed, and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns.

Responsibilities

• Learn the renewal cycle and provide support to key stakeholders to ensure the team meets prescribed timelines.
• Assist Account Executives/Account Managers with carrier billing, claim processing, and service inquiries.
• Prepare and receive certificate requests.
• Build a skillset to support client-facing activities, including verbal communications and correspondence.
• Prepare and gather information for client strategic plans, including exposures, loss runs, and carrier data.
• Provide administrative support for tactical execution of communication activities, including edits, presentation materials, and client meeting/event materials.
• Coordinate client invoicing, monitor errors or suspense items, and process producer allocations.
• Build skills to audit renewal invoices and confirm accuracy.
• Provide administrative support for client marketing, including gathering client exposure and submission information, and coordinating vendor responses.
• Process and issue binders, invoices, auto ID cards, and claims instructions.
• Order appropriate changes and corrections from completed policy reviews or endorsements.
• Complete initial policy checks, policy files, client manuals, and summaries.
• Onboard clients by setting up administrative functions such as file structures, account documentation, client profiles, systems setup, and contact information.
• Coordinate gathering of reporting for the renewal process or to support client questions.

Requirements

• Minimum of a Bachelor’s Degree in a business-related field and/or equivalent experience in the insurance industry.
• At least 3 years’ experience in the insurance industry, specifically in the employee benefits area.
• Demonstrated professional, tactful negotiation, and persuasion skills.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
• Demonstrated presentation skills, including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills, with the ability to develop relationships with multiple clients.
• Ability to interact effectively with vendors.
• Good working knowledge of financial arrangements and products available to clients.