Account Analyst
Account Analyst - Atlanta, Charlotte, Pembroke Pines, Tampa
Description - External
- Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
- Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
- Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
- Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
- Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
- Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
- Assists with financial reporting for renewals by gathering and compiling Client details
- Executes any requested changes on policies
- Periodically assists in loss-run requests
- Extends expiring binders as requested by senior staff
- Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
- Assistants in the upkeep of carrier product information
- Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
- Maintains and keeps records of Clients
- Compiles preliminary numbers for promulgating experience modification, and orders worksheets
- Issues and processes Client invoicing
- Assist is the research of invoice and billing errors
- Acquires an understanding of insurance brokerage business and account servicing processes
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Qualifications - External
- 0-1 years experience client service or customer service
- Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
- Builds basic knowledge of property and casualty coverages
- Builds basic awareness of insurance funding mechanisms and the structures available for clients
- Ability to compile and analyze financial information
- Proficiency in the use of Microsoft Word, Excel, and PowerPoint.