Program Client Services Business Analyst - State National

Markel • Bedford, TX

5d • Hybrid

About The Position

The Program Client Services Business Analyst supports operations and processes for Program Manager clients. The role establishes and maintains documentation frameworks for new and existing programs, analyzes programs and their components to support reporting requirements, and helps ensure program business expectations are met. It also manages operational setup of reporting and data analytics processes for new accounts and works with internal departments to monitor risk aspects, address issues raised by program clients, and support internal reporting.

The position oversees the Client Services Department’s client tracking system, evaluates CRM program performance and its development and maintenance processes, and continuously develops and improves standard reporting tools. It develops client-specific metrics and provides related analysis, support, guidance, and training to the Client Services team. Additional work includes preparing ongoing presentations and reports, creating wires and managing the wiring process, assisting with claims payments, and completing special projects. The position is based in Bedford, Texas, with a hybrid work arrangement.

Requirements

• Moderate to strong knowledge of CRM, including charts and report building; Microsoft Dynamics knowledge is a plus. Prior in-depth experience is preferred.
• Advanced Microsoft Office skills, including Word, Excel, and PowerPoint.
• Experience using databases.
• Strong analytical and quantitative skills, including recognizing inconsistencies and assessing reasonableness.
• Ability to lead projects and build cross-departmental relationships.
• Strong attention to detail, organization, and ability to thrive in a fast-paced, changing environment.
• Ability to multitask across multiple projects and complete them with little supervision.
• Strong work ethic and ability to work independently on diverse assignments.
• High level of professionalism, motivation, enthusiasm, and patience.
• Ability to thrive in and foster a highly collaborative work environment.
• Excellent oral and written communication skills, including presenting findings and communicating key concepts to senior management.
• Bachelor’s degree, or high school diploma or equivalent with extensive insurance experience.
• 3–5 years of analysis experience.
• Customer or client service experience.
• Previous experience leading projects of all sizes, independently or within a team.
• US work authorization is required; Markel does not provide visa sponsorship for this position, now or in the future.

Nice To Haves

• Experience in a fast-paced service environment.
• Microsoft Dynamics CRM knowledge.
• Prior in-depth CRM experience.

Responsibilities

• Oversee all aspects of the Client Services Department’s current client tracking system, requiring strategic understanding of the division.
• Evaluate CRM program performance, including its development and maintenance process.
• Continuously develop and improve standard reporting tools.
• Develop and provide analysis on client-specific metrics.
• Support client metrics and reporting.
• Provide guidance and training to the Client Services team on system processes and regular system tasks.
• Prepare ongoing presentations and reports.
• Create wires and manage the wiring process.
• Assist with claims payments and special projects across teams.
• Support program operations and processes, including program documentation, analysis, reporting, and operational setup of reporting and data analytics for new accounts.
• Work with internal functional departments to monitor risk aspects, follow up on issues raised by program clients, and support internal reporting for each program.
• Complete other special projects as assigned.

Benefits

• Multiple health insurance plan options
• Multiple dental insurance plan options
• Multiple vision insurance plan options
• Optional life insurance
• Disability insurance
• AD&D insurance
• 401(k) with employer match contributions
• Employee Stock Purchase Plan
• PTO
• Corporate holidays and floating holidays
• Parental leave
• Competitive benefit programs intended to support employees’ needs at different stages of life

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level