Account Analyst

Position Summary


The Account Analyst responsibilities include ensuring each assigned account is maximizing profitability to achieve LINQ profit goals and maintain client LINQ rate.


Essential Duties and Responsibilities


The essential functions include, but are not limited to the following:

• Prepare, analyze, and report data analysis to maintain current account profitability
• Reconcile client account data by comparing client usage with LINQ agreements
• Provide data analysis findings to manager for decision making purposes
• Communicates with internal and external sources to garner information to support and implement analysis

• Negotiate credits, data allotments, line access with carriers on behalf of the client
• Collaborates with other team members to achieve business outcomes and goals

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Bachelor's degree in Math, Finance Management preferred or equivalent experience

• Professional individual with ability to perform independently as well as part of a team
• Advanced Excel skills: willingness to learn new systems and applications
• Must have excellent communication skills both written and verbal
• Ability to multi-task, work with multiple team members and manage deadlines
• High quality organizational skills; strong attention to detail

• Familiarity with CRM or Salesforce
• Reliable and self-accountable in performing job-related tasks, finishing assigned projects and meeting deadlines

Physical Demands and Work Environment


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.


While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.


Note


This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.