Account Analyst - Private Equity
About The Position
Receives and responds to routine Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff Assists with financial reporting for renewals by gathering and compiling Client details Executes any requested changes on policies Periodically assists in loss-run requests Extends expiring binders as requested by senior staff Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed Assistants in the upkeep of carrier product information Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures Mains and keeps records of Clients Compiles preliminary numbers for promulgating experience modification, and orders worksheets Issues and processes Client invoicing Assist is the research of invoice and billing errors Acquires an understanding of insurance brokerage business and account servicing processes Researches industry trends and governmental regulations Performs other responsibilities and duties as needed
Responsibilities
- Receives and responds to routine Client's inquiries
- Maintains documentation of communications, existing issues, and issue resolutions
- Refers complex inquiries to more senior staff
- Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
- Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
- Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
- Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
- Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
- Assists with financial reporting for renewals by gathering and compiling Client details
- Executes any requested changes on policies
- Periodically assists in loss-run requests
- Extends expiring binders as requested by senior staff
- Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
- Assistants in the upkeep of carrier product information
- Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
- Maintains and keeps records of Clients
- Compiles preliminary numbers for promulgating experience modification, and orders worksheets
- Issues and processes Client invoicing
- Assist is the research of invoice and billing errors
- Acquires an understanding of insurance brokerage business and account servicing processes
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
