Client Analyst

IMA Financial Group•Pasadena, CA

6d•$65,000 - $70,000•Hybrid

About The Position

The Client Analyst role involves supporting the agency management system, handling client data entry, and managing various insurance-related processes. This position requires attention to detail in issuing documents, processing endorsements and audits, and communicating with clients and internal teams. The role also includes administrative tasks such as handling mail, phone calls, and special projects, while backing up Client Managers when needed. A key aspect of the role is to ensure accurate and timely processing of client requests and policy-related documentation.

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.