Client Analyst

Company:

Description:

Summary

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.

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