Sr. Program Client Services Analyst (Accounting/Finance) - State National
Core
Provide strategic business analysis and system efficiency design for Program Services (Accounting/Finance) to support customer business strategies and operational processes.
Role type
Senior IC business analyst (accounting/finance)
Builds
Division solutions (e.g., CRM), system efficiencies, and process improvements
Domain
Insurance/Reinsurance, Accounting, Finance
Required skills
Business analysis, process improvement, project management, data integrity, financial reconciliation, underwriting guidelines review, claims administration support, audit coordination, cross-functional collaboration, MS Excel, MS Word
Preferred skills
Masters in Business/Accounting/Finance
Technologies
CRM, MS Excel, MS Word
Responsibilities
Review submissions from the brokerage community/market; Assist with quotes, submissions, policy issuance and endorsements workflow; Review underwriting guidelines on submissions and escalate issues; Issue binders/slips and invoices; Monitor facultative and treaty reinsurance contracts for settlements; Reconcile cash balances monthly; Work with accounting team on premium recording and settlement; File setup and maintenance of submissions; Support claims administration activities including funding coordination and invoice validation; Facilitate internal and external audits; Perform financial reconciliations across premiums, claims, and reinsurance activity.
Seniority
Senior, hands-on IC