Client Analyst

IMA Financial Group•Pasadena, CA

12d•$57,000 - $60,000•Hybrid

About The Position

The Client Analyst role involves performing essential data entry and administrative tasks within an agency management system. This position is crucial for managing client applications, renewals, and various insurance documentation. The analyst will work closely with Client Managers to ensure accurate and timely processing of client needs, including issuing certificates of insurance, evidence of property insurance, and automobile ID cards. Additionally, the role requires managing policy uploads, processing endorsements and audits, handling routine communications, and supporting special projects. The ideal candidate will be detail-oriented, organized, and possess a willingness to learn about the insurance industry.

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.