Client Analyst - Commercial Lines
Core
An entry-level analyst role focused on administrative support, data processing, and client file management within the commercial insurance sector.
Role type
Junior Client Analyst (Commercial Lines)
Builds
Administrative workflows, client data records, and loss run reports for commercial insurance clients.
Domain
Insurance / Commercial Lines
Deliverable
dashboards & analysis
Required skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, data entry, report processing, carrier communication, administrative coordination
Preferred skills
AZ Property & Casualty Producer License, AIS or AINS designation, 1+ years office/customer service experience
Technologies
eMMA, Sagitta, ImageRight, AIS, AINS
Responsibilities
Maintain client files and records in eMMA and set up client shells in Sagitta, Process Loss Run reports and follow up with carriers until received, Download department mail from insurance carrier websites daily, Sort, scan and distribute mail and communications daily, Respond to departmental requests for administrative assistance
Seniority
Entry-level, structured training program