Senior Client Analyst

Senior Client Analyst

The Senior Client Analyst assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager.

Principal Duties and Responsibilities

• Process changes to the policies at the direction of the Client Manager, to be sent to the carrier
• Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager
• Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations
• May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications
• Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager
• May assist in updating client's loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters
• May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager
• May rate and issue company specific endorsements
• Conduct all business in accordance with established policies and procedures
• Other duties as assigned

Knowledge, Skills and Abilities

• High School Diploma or GED
• 1+ years in commercial lines insurance
• Ability to obtain Arizona Property/Casualty license upon hire
• Ability to effectively communicate, both written and verbally, to internal and external parties
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, vendors and peers
• Ability to work independently and in cross-functional teams
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)