Client Analyst

Business Insurance Support

Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities

• Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
• Mail:
  • Process New Mail
  • Mail monthly installment invoices to clients
• Policies:
  • Prepare policy for policy checking by:
  • Confirming all necessary documents are in file
  • Creating policy checking request form.
  • Sending task to policy checkers
  • When checked policy is returned, if no errors, process the policy to the client.
  • If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
• Endorsements:
  • Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.
  • If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.
  • Follow-up with Carriers/Wholesalers for completion of endorsements.
  • Bill as necessary within agency defined timeline as outlined in procedures.
• Cancellations/Reinstatements
  • File and Prepare for CA/CM. Update task to note policy with cancellation date.
• Certificates:
  • Complete daily cert requests
  • Date off holders
• Sagitta:
  • Add New Prospects and Clients
  • Update policy data
  • Issue Auto ID Cards
  • Create Applications
• Manage the set up and use of the teams iPads.
• Create Schedules of Insurance as requested
• Handle Special Projects as requested. With more experience, assist in the processing of Final Audits.
• Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.
• Establish and maintain positive and effective working relations with other Associates and clients.

Education and/or Experience

• A bachelor's degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
• Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
• Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Proficient with Microsoft Office software (Word, Excel, and Outlook).
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.

The applicable base salary range for this role is $41,200 to $76,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.