Personal Lines Relationship Analyst

Insurance Partners Agency LLC•Westlake, OH

44d

About The Position

The Personal Lines Relationship Analyst assists in the daily processing of incoming and outgoing business to the department providing prompt efficient high-quality service. This role supports the activities of designated Personal Account Managers (AM) and Producers.

Requirements

High school diploma or GED;
Proficient in AMS-360, ImageRight, Microsoft Office and use of the internet;
Ability to adapt to changes and demonstrate adherence to Agency guidelines and procedures;
Professional demeanor;
Analytical and decision-making skills;
Ability to demonstrate effective presentation skills through both verbal and written communication;
Obtaining P&C licensure is encouraged within six (6) months of hire date.

Responsibilities

Process endorsements and change requests by reviewing them for accuracy; update required AMS screens; attach documents in ImageRight according to departmental procedures;
Entering data in AMS-360 as assigned;
Work on reports, utilizing report to gather e-mail addresses and communicate with client, data entry into AMS-360, etc.;
Process non-downloaded renewals by reviewing them for accuracy, update required AMS screens; attach documents in ImageRight according to departmental procedures;
Process cancellations according to departmental procedures;
Prepare and process lost policy releases (LPRs) as requested by Relationship Advisor
Provide proof of insurance, Evidence of Insurability, and ID Cards as requested by Relationship Advisor;
Quality control/policy check in
Take dealer/mortgagee/bank phone calls;
Take client change request phone calls;
Process or issue automobile identification cards (auto ID cards) as requested by the AM or the insured;
Research billing questions from AM, Producer, insured or bank;
Send out form letters as assigned;
Process umbrella and good student questionnaires;
Unless licensed, not permitted to discuss coverages;
Notify Department Manager if unable to consistently meet department’s service standards.
Carrier research projects as requested
Reviewing Audits/compliance tasks for isolating offenders.