Client Analyst - Business Insurance
Core
Provide support for associate client managers in servicing all lines of business insurance by processing documents, managing files, and handling post-sale tasks.
Role type
Client Analyst (Business Insurance)
Builds
Client service workflows, policy files, and renewal schedules
Domain
Insurance (Property & Casualty)
Required skills
Document processing, file maintenance, invoice processing, policy administration, data entry, client communication, Microsoft Office proficiency, attention to detail
Preferred skills
AAI designation, California Fire & Casualty Solicitors license, industry property & casualty experience
Technologies
Epic, Microsoft Office (Word, Excel, Outlook), barcode scanners
Responsibilities
Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements, and audits; Order and review loss run and claim status reports; Document client files regarding action items and follow-up; Complete applications and create certificate notebooks; Manage expiration lists; Verify items needed to check incoming policies are available in Epic prior to providing the policy to the client administrator; Set up original policies in binders; Draft a summary of insurance for the client administrator to review; Verify that endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in Epic; File monthly installment and direct bill invoices, loss runs, and loss control reports; Set up marketing folders and renewal workflow schedules; Set up renewal policy files in Epic; Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients
Seniority
Entry to Mid-level