Analyst - Service and Delivery
About The Position
This role involves managing the outsourcing of various workflows, including certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management, and MVRs. The position requires performing database file management, accurate information input, and maintaining documents within the agency management system. Additionally, the role entails managing alerts from carrier websites, preparing and reviewing client communications and deliverables, and monitoring client information processes such as new business, renewals, endorsements, reinstatements, and cancellations. Responsibilities also include preparing, monitoring, and resolving billing discrepancies, performing reconciliations, and ensuring accurate data entry and maintenance in systems like AMS and SharePoint. The Analyst will coordinate and own the renewal process workflow for timely execution and provide training to Account Assistants. Other duties and special projects may be assigned. Reasonable accommodations are available for individuals with disabilities to perform these essential functions.
Requirements
- Ability to perform each essential duty satisfactorily.
- Ability to manage successful outsourcing of workflows.
- Ability to perform database file management and input information accurately.
- Ability to manage and maintain documents in agency management system.
- Ability to manage alerts from various carrier websites and other resources.
- Ability to prepare and review client communications and deliverables.
- Ability to monitor and manage client information processes.
- Ability to prepare, monitor and resolve billing discrepancies and perform reconciliations.
- Ability to execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc.
- Ability to execute consistent and accurate database and document management processes and workflows.
- Ability to coordinate and own the renewal process workflow.
- Ability to provide training to Account Assistants.
Responsibilities
- Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs.
- Perform database file management and input information accurately; manage and maintain documents in agency management system.
- Manage alerts from various carrier websites and other resources.
- Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables.
- Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations.
- Prepare, monitor and resolve billing discrepancies and perform reconciliations.
- Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc.
- Execute consistent and accurate database and document management processes and workflows.
- Coordinate and own the renewal process workflow for successful, timely execution.
- Provide training to Account Assistants.
- Perform other duties and special projects as assigned.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
