IAS Analyst

Lockton•Philadelphia, PA

2d•Onsite

About The Position

The IAS Analyst will be responsible for servicing a designated book of business related to marketing, claims, and administration. This role involves responding to client inquiries, maintaining communication records, and supporting the implementation of new lines of coverage. The analyst will also be involved in gathering exposure information, requesting and auditing quotes from carriers, and informing clients of any changes affecting their insurance premiums or coverage. Additionally, the position requires inputting client information into a data management system, generating presentation materials, creating compliance communications, processing client invoicing, and researching industry trends and regulations.

Requirements

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States

Responsibilities

Services designated book of business as relating to marketing, claims, and administration
Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
Requests and collects quotes (new and renewal) from carriers
Audits quotes, binders, and endorsements and makes requests for changes as needed
Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
Informs Client of any and all changes that may affect insurance premiums or coverage
Gathers and compiles information for new business opportunities
Inputs Client information into data management system, ensuring accuracy and completeness
Generates materials for Client presentations and meetings
Creates and sends compliance communications as needed
Issues and processes Client invoicing
Researches industry trends and governmental regulations
Performs other responsibilities and duties as needed