- 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.
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- Participates in account reconciliation for receivables management.
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- 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 and Account Manager, 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.
- Assists Technical Assistant with outputs including certificates and Auto ID cards
- Other duties, as assigned.
- College degree preferred.
- 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.
- Knowledge of Document Management and Agency Management Systems preferred.
- Authorized to work in the United States on a full-time basis without Company sponsorship.
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Account Analyst - Camden, United States - Conner Strong & Buckelew Companies, LLC
Description
Job Description
Job DescriptionAccount Analyst - Life Science
Department: Major Accounts - Life Science
Job Summary
Responsible for daily servicing and maintaining of commercial lines customers including and marketing; obtaining quotations and assisting in the preparation of Submissions, Proposals
and Binders. Provide prompt, accurate and courteous service to Customers, Sales Representatives and Insurance Companies regarding those accounts and other duties, as directed.
Principal Responsibilities
Other Functions
Requirements
Specialized Knowledge or Licenses
Property and Casualty Producer License
ARM, CRIS, CPCU and other specialized designations as appropriate
Working Conditions
Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices and client work sites as needed.
Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.
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