Client Analyst

IMA Financial Group•Pasadena, TX

5d•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 handles the issuance of 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, and, per Client Manager instructions, transmit memos, request loss runs, order WC claim status, and request experience modification worksheets. Additionally, the role includes 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, handling routine phone calls, and backing up telephones when the Client Manager is unavailable. Special projects, word processing, and Excel tasks are also part of the responsibilities, along with policy pre-checking and online rating and premium finance agreements.

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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

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.
Per Client Manager instructions, transmit 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.