Client Analyst
Core
Support Client Administrators and Managers in servicing all lines of Business Insurance by handling file maintenance, policy processing, endorsements, and billing.
Role type
Client Analyst (Insurance Operations)
Builds
Policy documents, invoices, certificates, and insurance applications for business clients.
Domain
Insurance (Property & Casualty)
Required skills
File maintenance, policy processing, endorsement review, billing, certificate generation, data entry, Microsoft Office proficiency, attention to detail.
Preferred skills
AAI, AINS, or INS designation, California Fire & Casualty Solicitors License, experience with ImageRight and Sagitta systems.
Technologies
ImageRight, Sagitta, Microsoft Office (Word, Excel, Outlook)
Responsibilities
Process new mail and monthly installment invoices; prepare and check policies for errors; review and send endorsements; handle cancellations and reinstatements; complete daily certificate requests; manage client data and applications in Sagitta; create schedules of insurance.
Seniority
Entry to Mid-level