Account Analyst

Lockton•Pembroke Pines, FL

16h

About The Position

The Account Analyst supports client account servicing by responding to routine client inquiries, maintaining records of communications and issue resolutions, and referring complex matters to senior staff. The role reviews and processes insurance policies and endorsements, supports renewals and financial reporting, executes policy changes, and assists with client invoicing and billing research. It also maintains client and carrier product information, enters and audits data, and helps fulfill renewal-related tasks. The position requires developing an understanding of insurance brokerage and account servicing processes, researching industry trends and governmental regulations, and using generative AI tools responsibly for research, analysis, communication, and workflow improvement.

Requirements

Bachelor’s degree in Business Administration or a related field and/or equivalent years of experience.
Up to three years of client services experience required.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong verbal and interpersonal communication skills.
Understanding of industry trends and governmental regulations.
Ability to complete continuing education requirements as needed.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with company policies and procedures and proactively protect confidential client and company information.
Ability to organize work efficiently and manage time to meet deadlines.
Ability to travel by automobile and aircraft.
Ability to use office equipment, including a computer, keyboard, calculator, photocopier, and facsimile machine.
Ability to work on a computer for a prolonged amount of time.
Ability to work outside normal business hours as needed.
Legally able to work in the United States.
Intermediate AI proficiency: effectively use generative AI tools for research, analysis, communication, and workflow optimization; validate AI-generated outputs; apply sound judgment regarding data privacy, security, and regulatory requirements; and identify opportunities to improve team effectiveness through responsible AI use.

Responsibilities

Respond to routine client inquiries, document communications and issue resolutions, and refer complex inquiries to more senior staff.
Prepare written correspondence and make telephone calls to underwriters as requested by senior staff.
Review and process policies and endorsements for accuracy of coverage, policy content, and form completion.
Evaluate proposal policies against checklist criteria and notify senior staff of missing items or concerns.
Assist with renewals by requesting and gathering enrollment, volume, and benefit summary reports.
Help produce employee communications, including newsletters, bulletins, and overhead presentations, as requested by senior staff.
Assist with renewal financial reporting by gathering and compiling client details.
Execute requested changes on policies.
Periodically assist with loss-run requests.
Extend expiring binders as requested by senior staff.
Respond to requirements generated by the Renewal Assistance Program report and update the report when tasks are completed.
Assist in maintaining carrier product information.
Enter data into the data management system and audit it for accuracy, completeness, and conformity with established procedures.
Maintain client records.
Compile preliminary numbers for promulgating experience modification and order worksheets.
Issue and process client invoices.
Assist in researching invoice and billing errors.
Develop an understanding of the insurance brokerage business and account servicing processes.
Research industry trends and governmental regulations.
Perform other responsibilities and duties as needed.