Account Analyst

Conner Strong & Buckelew•King of Prussia, PA

2d•$62,000 - $75,000

About The Position

The Account Analyst is responsible for the daily servicing and maintenance of commercial lines customers, including rating and marketing, obtaining quotations, and assisting with the preparation of submissions, proposals, and binders. The role provides prompt, accurate, and courteous service to customers, sales representatives, and insurance companies regarding assigned accounts. The position reviews and processes policies, audits, and policy changes; supports renewal marketing and account reconciliation; submits applications to carriers and follows up on quotations and policies; prepares binders and other account documents; and handles invoicing and initial policy checklist procedures. The role also maintains client files, workflows, and accurate account data in the company’s document and agency management systems. The position works in an office environment with a moderate noise level. Flexible hours and travel to other Conner Strong offices and client work sites may be needed. Salary ranges from $62,000 to $75,000, with the base pay determined by factors including experience, skills, training, location, certifications, and education. The position may also be eligible for performance-based incentives. Qualifying positions are eligible for comprehensive benefits, including family medical and dental insurance, a 401(k) plan, and PTO.

Requirements

College degree preferred.
Exceptional organizational and client service skills.
Excellent interpersonal, analytical, written, and verbal communication skills.
Self-starter who is flexible, able to multitask, and able to handle responsibilities with minimal supervision.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Authorized to work in the United States on a full-time basis without company sponsorship.

Nice To Haves

Knowledge of document management and agency management systems.
Property and Casualty Producer License.
ARM, CRIS, CPCU, or other specialized designations as appropriate.

Responsibilities

Review and process policies, audits, and policy changes.
Recommend coverage additions or changes when appropriate.
Interact with carriers and internal and external customers to provide exceptional customer service.
Participate in preparing renewal marketing submissions, including applications, exhibits, narratives, loss runs, and responses to underwriting questions.
Participate in account reconciliation for receivables management.
Submit applications to carriers and follow up to ensure timely receipt of quotations and policies.
Provide technical support by 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.
Prepare policy binders.
Handle all invoicing.
Complete initial policy checklist procedures.
Maintain client files in accordance with company standards.
Maintain workflows, tasks, and incoming mail in the WorkSmart document management system.
Ensure account data is accurate and entered into the Sagitta agency management system.
Adhere to company policies, procedures, and guidelines.
Perform other duties as assigned.