Account Analyst
- Reviews and processes Policies, Audits, and Policy changes.
- Makes recommendations for coverage additions or changes when appropriate.
- Interacts with Carriers and internal/external Customers to ensure delivery of exceptional customer service.
- Participates in the process of, and preparing of Renewal Submissions for Marketing including Application(s), necessary Exhibit(s), Narrative(s), collection of Loss Runs and answers to Underwriting Questions.
- Participates in account reconciliation for receivables management.
- Submits Applications to Carriers and follows up to ensure timely receipt of Quotations and Policies.
- Provides technical support including, but not limited to, completing Applications, Renewal Proposals, Binders, Audits, Coverage Summaries, Endorsements, Cancellations and Certificates of Insurance.
- At the direction of the Account Executive, respond to and process incoming Client, Carrier and mail requests.
- Prepares Policy Binders.
- Responsible for all invoicing.
- Responsible for initial Policy Checklisting procedures.
- Maintains Client files that conform to company standards.
- Maintains workflows, tasks and incoming mail in Document Management System – WorkSmart.
- Ensures accuracy of account data and input into the agency management system – Sagitta.
- Adheres to company policies, procedures and guidelines.
- Other duties, as assigned.
- College degree preferred.
- Exceptional organization and Client Service Skills.
- Excellent interpersonal, analytical, written, and verbal communication skills.
- Self starter, flexible, able to multi-task and handle responsibilities with minimal supervision.
- Proficiency required in Microsoft products; Word, Excel and PowerPoint required.
- Knowledge of Document Management and Agency Management Systems preferred.
- Authorized to work in the United States on a full-time basis without Company sponsorship.
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