Account Analyst II

Amynta Group•Cockeysville, MD

2d•Onsite

About The Position

Provide prompt service to insureds; service new and renewal commercial and personal lines policies. Assist producers in preparing and maintaining new and renewal account submissions and proposals. Responsible for servicing mid-sized to large commercial accounts with little to no supervision. Perform supportive tasks for producers as assigned according to agency guidelines. Verbal and written communication with insureds and company underwriters. Check endorsements and policies for accuracy. Prepare various Acord forms. Manage accounts in agency management system (Epic) including following up on activities. Obtain additional information to complete submissions. Assist producer in preparing/reviewing/marketing accounts for submission and determining/negotiating price and policy conditions with company underwriter. Prepare presentation, ID cards, certificates, and invoices. Review and grade motor vehicle records. Research coverages and various topics when needed. Adhere to company workflow and system procedures. Help insured to report claims, if needed. Help train and assist Account Representative and Assistant Account Representative in agency procedures, workflow and processes.

Requirements

Four to ten years related experience and/or training; or equivalent combination of education and experience.
INS 21, 22, 23 or a strong working knowledge of all lines of business.
Willingness to expand insurance knowledge through insurance related courses.
Ability to read, analyze, and interpret procedures.
Ability to effectively respond to questions from customers, underwriters, and producers through email or by phone.
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written and oral form.
Ability to deal with problems involving several concrete variables in difficult situations.
Ability to efficiently work in Word and develop spreadsheets in Excel utilizing various functions.
Functional knowledge of Microsoft Outlook.
Demonstrate the ability to work in agency management system (Epic).
Must have and maintain current Property and Casualty agent’s license.
Take continuing education classes to maintain license.
Be able to work in fast paced environment.
Must be flexible and able to adapt to frequently changing priorities.

Responsibilities

Servicing mid-sized to large commercial accounts with little to no supervision.
Perform supportive tasks for producers as assigned according to agency guidelines.
Verbal and written communication with insureds and company underwriters.
Check endorsements and policies for accuracy.
Prepare various Acord forms.
Manage accounts in agency management system (Epic) including following up on activities.
Obtain additional information to complete submissions.
Assist producer in preparing/reviewing/marketing accounts for submission and determining/negotiating price and policy conditions with company underwriter.
Prepare presentation, ID cards, certificates, and invoices.
Review and grade motor vehicle records.
Research coverages and various topics when needed.
Adhere to company workflow and system procedures.
Help insured to report claims, if needed.
Help train and assist Account Representative and Assistant Account Representative in agency procedures, workflow and processes.