Client Analyst

IMA Financial Group•Pasadena, CA

2d•$57,000 - $65,000•Hybrid

About The Position

The Client Analyst role involves performing client data entry into the agency management system, utilizing Indio for renewal and other processes, and overseeing the issuance of certificates of insurance and evidence of property insurance. This position also handles automobile ID cards, change requests, uploading policies, and managing transmittal memos, loss runs, and claim status requests as directed by the Client Manager. The analyst will update proposal drafts, follow up on cancellation and reinstatement notices, manage suspense and activities, attach emails to Epic, process endorsements and audits, invoice related items, handle routine mail and phone calls, and provide backup for telephones. Additionally, the role includes policy pre-checking, online rating, processing premium finance agreements, and assisting with special projects, word processing, and Excel tasks.

Requirements

College degree preferred.
Ability to be hybrid out of Pasadena office
Minimum 1 year office or administrative experience and/or training required.
Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment.
Demonstrates excellent time management and organization skills,
Dependable, self-motivated, and willing to gain insurance knowledge.

Responsibilities

Client data entry into agency management system for updated applications.
Use of Indio for renewal process and other processes.
Issue or oversee the issuance of certificates of insurance and the renewal process.
Issue evidence of property insurance, automobile ID cards, and order change requests.
Upload Insured’s Policies into EPIC, Passport and arrange for mailing if applicable (requested by client).
Per Client Manager instructions, transmittal memos, request loss runs, order WC. claim status, and request experience modification worksheet.
Update proposal drafts where assistance is needed by CM.
Follow up on cancellation and reinstatement notices.
Update suspense and follow-up on Activities for second request if needed.
Attach e-mails to Epic.
Check and process endorsements and audits.
Invoice endorsements, audits, and other items as instructed.
Process routine mail as instructed.
Handle routine phone calls.
Back up telephones when Client Manager is unavailable.
Special projects, word Processing and excel as instructed.
Policy pre-checking.
Online rating and premium finance agreements.