Senior Analyst, Client Engagement

Safety National•Maryland Heights, MO

4h•$78,000 - $100,500•Hybrid

About The Position

The Client Engagement Department engages internally with our business stakeholders and externally with our brokers, policyholders and TPA clients. We work to drive strategic partnerships, enhance client relationships, and optimize account management strategies. This group is instrumental in expanding our market presence, strengthening client retention, and fostering long-term business relationships that contribute to revenue growth and operational excellence focused on the voice of the customer. As a Senior Analyst, Client Engagement, you will use your analytical expertise, commercial insurance knowledge, and client-focused mindset to help elevate the experience of Safety National’s brokers and policyholders. You will lead the development of tailored engagement strategies across key commercial insurance portfolios, using data-driven insights to strengthen relationships, enhance service delivery, and support retention and growth. You will own the design and delivery of engagement dashboards, client scorecards, stewardship reports, and other analytics that turn complex information into actionable strategies. By monitoring policy performance, claims trends, renewal behaviors, and service utilization, you will proactively identify client risks and opportunities and help position Safety National as a trusted advisor. Working across Client Engagement, Underwriting, Actuarial, Claims, Sales, and other business areas, you will serve as a strategic liaison to ensure client needs and engagement strategies translate into effective execution. You will help optimize the client journey from onboarding through renewal, provide insights for client meetings and strategic reviews, and coordinate across teams to resolve service issues and maintain transparency around account activity and client needs. In this senior-level role, you will also identify opportunities to improve engagement processes and data flows, support account retention and service model enhancements, and provide guidance to junior analysts. Your ability to communicate with a variety of internal and external audiences, manage competing priorities, and become a trusted departmental resource and client advocate will be essential to your success.

Requirements

Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future
This position allows for a hybrid work schedule which includes a minimum of 3 days per week in our St. Louis Corporate Office, located at 1832 Schuetz Rd. Saint Louis, MO. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview.
Minimum of 3 years of experience in customer success, analytics, or a related field
Strong analytical, technical, and problem-solving skills, including the ability to perform root-cause analysis and develop action plans based on findings
Ability to exercise independent judgment, take ownership of projects, and work effectively with minimal direct supervision
Ability to balance competing priorities, complex situations, and tight deadlines
Ability to work independently while contributing to and promoting a collaborative team environment
Advanced organizational skills with a high level of attention to detail and a self-motivated work ethic
Advanced communication and presentation skills with the ability to work comfortably with a variety of internal and external audiences
Proficiency with Microsoft Office and Microsoft Outlook applications
Ability to travel on an as-needed basis to assist with account management-related issues
Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.

Nice To Haves

A Bachelor’s Degree from an accredited college or university is preferred.
A degree in Risk Management, Insurance, or a related field is preferred.
3 or more years of experience working with a commercial insurance carrier, broker, or Third Party Administrator
Experience in Property & Casualty Insurance
Experience working directly with broker partners and large commercial insured clients
Familiarity with Salesforce, Guidewire, or other insurance core systems
Knowledge of Microsoft Power BI
Prior success influencing account retention, cross-sell efforts, or service model enhancements through analytics
Insurance designations such as CPCU, ARM, APA, CLCS, AINS, AIS, or similar designations

Responsibilities

Lead the development of tailored engagement strategies across key commercial insurance portfolios, using data-driven insights to strengthen relationships, enhance service delivery, and support retention and growth.
Own the design and delivery of engagement dashboards, client scorecards, stewardship reports, and other analytics that turn complex information into actionable strategies.
Monitor policy performance, claims trends, renewal behaviors, and service utilization to proactively identify client risks and opportunities.
Serve as a strategic liaison across Client Engagement, Underwriting, Actuarial, Claims, Sales, and other business areas to ensure client needs and engagement strategies translate into effective execution.
Optimize the client journey from onboarding through renewal.
Provide insights for client meetings and strategic reviews.
Coordinate across teams to resolve service issues and maintain transparency around account activity and client needs.
Identify opportunities to improve engagement processes and data flows.
Support account retention and service model enhancements.
Provide guidance to junior analysts.
Develop strong working partnerships with assigned Client Engagement Managers, gaining an understanding of their books of business, client priorities, and service needs to proactively identify opportunities for analytical and strategic support.