Commercial Risk Analyst

The primary function of the Analyst - Corporate Risk is to support activities related to the delivery of exceptional client service. This includes working directly with clients on requests involving insurance coverage, service, renewal, new business, or claim issues; working with other members of the Corporate Risk team, collecting, analyzing and presenting information or analysis used to educate/make recommendations to clients.

OBJECTIVES AND ESSENTIAL JOB DUTIES:

• Provide day-to-day support to a portfolio of Corporate Risk clients working in collaboration with other members of the Corporate Risk team. This includes preparing applications, certificates of insurance, endorsements, and schedules of insurance; invoicing; file set-up and maintenance; policy change requests, client and insurance carrier correspondence; and oversee policy checklist completion per Hauser’s professional standards manual.
• Actively participate in the renewal process by obtaining renewal information which includes assisting in the preparation of submissions, market applications, and loss information; follow-up with insurance carriers on status of quotations; prepare renewal proposals with an attention to detail.
• Utilize Hauser Group’s tools and systems including Applied EPIC system to deliver tasks concerning client placement and service while adhering to established standards and workflows.
• Provide customer service support to clients in the areas of billing and other plan administration issues.
• Prepare and analyze quotes, rates and renewals for property and casualty insurance policies.
• Assist in the development and assembly of materials that enhance client’s understanding of their insurance coverages.
• Issue individual insurance certificates as requested by clients.
• Update/renew insurance certificate templates & issue renewal certificates & Auto ID cards.
• Assist with other miscellaneous service duties as time and capacity allows.
• Other duties as assigned.

K EY COMPETENCIES:

• Customer Focus : Demonstrate desire to create value for customers by delivering quality service that exceeds expectations.
• Relationship Builder : Initiate and develop effective relationships, show sincere interest in clients and their concerns.
• Critical Thinker : Gather relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues.
• Implementation/Execution Facilitator : Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
• Collaborator : Build bridges with individuals; willingly pitches in, cooperates with others.
• Exhibits Drive and Commitment : Identify and understand what needs to be done and take the initiative to see that the task is accomplished with a standard of excellence; demonstrates strong sense of urgency.
• Adaptable/Flexible : Work constructively under pressure, respond resourcefully to change.

EDUCATION and/or EXPERIENCE:

• High School Diploma required; Bachelor's degree (B.A. or B.S.) preferred
• Minimum of 1 years of work experience, preferred in the insurance industry
• Active Property & Casualty insurance license, or must be willing to receive within 60 days of employment
• Strong interpersonal and communication skills
• Demonstrated customer service orientation
• Excellent organizational and planning abilities
• Proven problem-solving capabilities
• Proficient in Microsoft Word and Excel
• Previous experience with Applied EPIC preferred