Account Analyst - Life Sciences

Conner Strong & BuckelewCamden, NJ
$65,000 - $75,000Hybrid

About The Position

Responsible for daily servicing and maintaining of commercial lines customers including and marketing; obtaining quotations and assisting in the preparation of Submissions, Proposals and Binders. Provide prompt, accurate and courteous service to Customers, Sales Representatives and Insurance Companies regarding those accounts and other duties, as directed.

Requirements

  • 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.
  • Authorized to work in the United States on a full-time basis without Company sponsorship.

Nice To Haves

  • College degree preferred.
  • Knowledge of Document Management and Agency Management Systems preferred.
  • Property and Casualty Producer License
  • ARM, CRIS, CPCU and other specialized designations as appropriate

Responsibilities

  • 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.
  • Interact with partner brokers and clients in the placement of foreign clinical trials coverage and public company Directors and Officers coverage.
  • 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 and Account Manager, 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.
  • Assists Technical Assistant with outputs including certificates and Auto ID cards.
  • Other duties, as assigned.

Benefits

  • family medical and dental insurance programs
  • 401K plan
  • PTO
  • performance-based incentives
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