Associate Account Analyst

Description This•Plano, TX

2d•Hybrid

About The Position

This is an entry level position within the Account Analyst job family, with a goal of acquiring a basic understanding of risk evaluation on new and renewal business. This is a hybrid position. Candidates residing within 50 miles of Plano, TX; Boston, MA; Chicago, IL; Plymouth Meeting, PA and Suwanee, GA offices are required to report onsite twice a week. Please note that this is subject to change. Gathers, organizes and enters information into pricing models; and performs the initial analysis of exposure, loss and coverage for the underwriter. Supports the underwriter and agent/broker with highly responsive service by managing the workflow from clearance through policy issuance and file documentation. Coordinates service requests in a timely manner. Deconstructs submissions by identifying, gathering and entering information into systems, pricing tools and models; flagging referral triggers, and initiating/managing requests to internal service providers (e.g., rating). Gathers, analyzes and ensures the accuracy of pricing and proposal information (rating and pricing tool output, proposal language, coverage forms and endorsements, financial and legal agreements and offer/ disclosure /election forms) used by the underwriter to complete the coverage review, hazard analysis, pricing strategy and proposal. Provides customer service to brokers and agents to facilitate the processing of business; answers questions, resolves problems on topics such as policy transactions, billing, and service needs. Executes post-sale account management workflow, including initiation of billing, policy issuance, acquisition of account agreements and file documentation. Initiates pre-renewal communications via conditional/non-renewal notice draft when necessary. Supports the underwriter with mid-term account reviews / stewardship, ongoing service, service planning and endorsements.

Requirements

Capabilities include critical thinking/problem solving, decision making, customer focus, detail orientation, written/verbal communications, organization, adaptability, courtesy, dependability and ability to learn/apply new information quickly and accurately.
Knowledge, skills and capabilities typically acquired through 2 or more years of related work experience.

Nice To Haves

Associates or bachelor’s degree preferred

Responsibilities

Gathers, organizes and enters information into pricing models
Performs the initial analysis of exposure, loss and coverage for the underwriter
Supports the underwriter and agent/broker with highly responsive service by managing the workflow from clearance through policy issuance and file documentation
Coordinates service requests in a timely manner
Deconstructs submissions by identifying, gathering and entering information into systems, pricing tools and models; flagging referral triggers, and initiating/managing requests to internal service providers (e.g., rating)
Gathers, analyzes and ensures the accuracy of pricing and proposal information (rating and pricing tool output, proposal language, coverage forms and endorsements, financial and legal agreements and offer/ disclosure /election forms) used by the underwriter to complete the coverage review, hazard analysis, pricing strategy and proposal
Provides customer service to brokers and agents to facilitate the processing of business; answers questions, resolves problems on topics such as policy transactions, billing, and service needs
Executes post-sale account management workflow, including initiation of billing, policy issuance, acquisition of account agreements and file documentation
Initiates pre-renewal communications via conditional/non-renewal notice draft when necessary
Supports the underwriter with mid-term account reviews / stewardship, ongoing service, service planning and endorsements