Analyst

Responsibilities

• Coordinates activities with the Account Managers, Account Executives, Producers, Brokers in servicing designated book of business relating to marketing, claims, administration, renewals, sales.
• Typically assigned to clients having the most complex needs with no renewal goals associated with assigned accounts.
• Independently provides support to assigned group of clients.
• Resolves most complex customer service problems and inquiries that require research and interactions with carriers or agents.
• Day-to-day client contacts are generally mid- or lower-level client staff, but have knowledge and experience needed to support senior-level client staff.
• Responds to client questions and maintains a log of conversations.
• Markets new and renewal accounts according to company procedures.
• Assists with research and preparation for client presentations.
• Develops new lines of business with current clients and informs clients of pertinent legal issues.
• Prepares renewals according to procedures manual.
• Supervises and conducts enrollment meetings and implementation procedures.

Qualifications

• High School Diploma/GED and 3+ years of related experience.
• Preferred: Appropriate license
• Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks

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