Associate Account Analyst
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. The role involves gathering, organizing, and entering information into pricing models, and performing the initial analysis of exposure, loss, and coverage for the underwriter. The Associate Account Analyst supports the underwriter and agent/broker with highly responsive service by managing the workflow from clearance through policy issuance and file documentation, and coordinating service requests in a timely manner. This hybrid position requires candidates within 50 miles of select offices to be in-office 2 Days/Week.
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
- 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.
Benefits
- comprehensive benefits
- workplace flexibility
- professional development opportunities
- opportunities provided through our Employee Resource Groups
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
Education Level
Associate degree
