Account Analyst, Private Client Services
About the position As an Account Analyst within Private Client Services (PCS), you will support the account management teams with various administrative service functions across Personal Insurance, Business Insurance, or Employee Benefits Departments. You will become an integral part of this team, receiving on the job training and on-going support from management and team members.
Responsibilities
- Process notices of cancellations, non-renewals, and reinstatements notices and communicate issues to the account management team
- Collect, complete and update census information
- Review and process applications, binders, endorsements, renewals and new business policies, census/enrollment requests, and certificates of insurance
- Handle billing questions, auto ID cards, requests for insurance verification from customers and mortgage/title/closing agents, certificates of insurance, census, and department specific administrative processes.
- Prepare premium quotations on new business, renewal business, and any policy changes on existing policies
- Understand all carrier online capabilities for billing and processing as necessary to complete your work processes
- Be familiar with and adhere to the department’s procedure manual for processing workflows
- Follow all systems, procedures and regulations set forth by both the agency and the insurance companies
- Continue to update job knowledge by participating in educational opportunities
Requirements
- 2+ years of insurance industry experience, ideally working in Personal Lines in a brokerage environment
- Active P&C insurance license or willingness to obtain within first 90 days
- Effective oral and written communication and relationship building skills essential
- Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
- Exceptional time management and organization skills as well as strong attention to detail
Nice-to-haves
- Bachelor’s Degree in Risk Management, Business Management, Finance or other relevant program
- Experience with SalesForce or Epic
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- health and welfare benefits
- tuition assistance
- 401K savings and other retirement programs
- employee assistance programs