Account Analyst

Conner Strong & Buckelew is seeking an Account Analyst to service and maintain commercial lines customers. The role involves obtaining quotations, preparing submissions, and providing exceptional customer service to clients and insurance companies.

Responsibilities

• Reviews and processes Policies, Audits, and Policy changes
• Makes recommendations for coverage additions or changes when appropriate
• Interacts with Carriers and internal/external Customers to ensure delivery of exceptional customer service
• Participates in the process of, and preparing of Renewal Submissions for Marketing including Application(s), necessary Exhibit(s), Narrative(s), collection of Loss Runs and answers to Underwriting Questions
• Participates in account reconciliation for receivables management
• Submits Applications to Carriers and follows up to ensure timely receipt of Quotations and Policies
• Provides technical support including, but not limited to, completing Applications, Renewal Proposals, Binders, Audits, Coverage Summaries, Endorsements, Cancellations and Certificates of Insurance
• At the direction of the Account Executive, respond to and process incoming Client, Carrier and mail requests
• Prepares Policy Binders
• Responsible for all invoicing
• Responsible for initial Policy Checklisting procedures
• Maintains Client files that conform to company standards
• Maintains workflows, tasks and incoming mail in Document Management System – WorkSmart
• Ensures accuracy of account data and input into the agency management system – Sagitta
• Adheres to company policies, procedures and guidelines
• Other duties, as assigned

Skills

• Exceptional organization and Client Service Skills
• Excellent interpersonal, analytical, written, and verbal communication skills
• Self starter, flexible, able to multi-task and handle responsibilities with minimal supervision
• Proficiency required in Microsoft products; Word, Excel and PowerPoint required
• Authorized to work in the United States on a full-time basis without Company sponsorship
• Property and Casualty Producer License
• College degree preferred
• Knowledge of Document Management and Agency Management Systems preferred
• ARM, CRIS, CPCU and other specialized designations as appropriate

Benefits

• Participation in family medical and dental insurance programs
• 401K plan
• PTO

Company Overview