Client Analyst

IMA Financial Group•Pasadena, TX

1d•Hybrid

About The Position

The Client Analyst role involves performing client data entry into the agency management system for updated applications, utilizing Indio for renewal and other processes, and issuing or overseeing the issuance of certificates of insurance and the renewal process. This position also includes issuing evidence of property insurance, automobile ID cards, and ordering change requests. The analyst will upload Insured’s Policies into EPIC, Passport and arrange for mailing if applicable. As per Client Manager instructions, they will handle transmittal memos, request loss runs, order WC claim status, and request experience modification worksheets. Additionally, the role requires updating proposal drafts, following up on cancellation and reinstatement notices, updating suspense and follow-up on Activities for second requests, attaching e-mails to Epic, checking and processing endorsements and audits, invoicing endorsements, audits, and other items, processing routine mail, and handling routine phone calls. The Client Analyst will also back up telephones when the Client Manager is unavailable and assist with special projects, word processing, and Excel tasks as instructed. Policy pre-checking and online rating and premium finance agreements are also part of the responsibilities.

Requirements

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.

Nice To Haves

College degree preferred.
Ability to be hybrid out of Pasadena office.

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.