Account Analyst

Acrisure • Oak Ridge, TN

17d • Onsite

About The Position

The Account Analyst plays a crucial role in managing a Personal Lines book of business by supporting all aspects of policy maintenance after issuance. This position ensures excellent service to agency partners and policyholders by handling endorsements, providing documentation, assisting with cross-selling opportunities, answering phones, and focusing on retention throughout the policy term and at renewal. The role may also involve remarketing policies to ensure alignment with the best options for agency partners and their clients.

Requirements

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Customer service experience, preferably in the insurance industry.
• Familiarity with Personal Lines insurance products and processes is a plus.
• Ability to multitask and prioritize in a fast-paced environment.

Nice To Haves

• Preferred experience in personal lines Service, Sales or Underwriting.

Responsibilities

• Process policy endorsements and updates accurately and efficiently.
• Provide necessary documentation and respond promptly to agency partner inquiries.
• Assist agency partners in identifying cross-selling opportunities to expand client portfolios.
• Answer phones and resolve customer queries with a focus on professional and efficient communication.
• Monitor and support retention efforts throughout the policy term, including proactive engagement at renewal.
• Review accounts for remarketing opportunities and recommend the best options to agency partners when needed.
• Maintain accurate and detailed records of all communications and actions taken.

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed