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Account Analyst Commercial PC Insurance

Company: Lockton Companies
Location: Pembroke Pines
Posted on: April 27, 2021

Job Description:

Account Analyst - Commercial P&C Insurance ========================================== Pembroke Pines, Florida, United States New Client Services 2 hours ago Post Date 92 Total Views Apply for JobRecommend to a FriendSign Up for Job Alerts Description: * Receives and responds to routine Client s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff * Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff * Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion * Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern * Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports * Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff * Assists with financial reporting for renewals by gathering and compiling Client details * Executes any requested changes on policies * Periodically assists in loss-run requests * Extends expiring binders as requested by senior staff * Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed * Assistants in the upkeep of carrier product information * Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures * Maintains and keeps records of Clients * Compiles preliminary numbers for promulgating experience modification, and orders worksheets * Issues and processes Client invoicing * Assist is the research of invoice and billing errors * Acquires an understanding of insurance brokerage business and account servicing processes * Researches industry trends and governmental regulations * Performs other responsibilities and duties as needed Qualifications: * Bachelor s Degree in Business Administration or related field and/or years of experience equivalent * Up to three years of Client services experience is required * Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) * Strong verbal and interpersonal communication skills required * Understands industry trends and governmental regulations * Ability to complete continuing education requirements as needed * Ability to attend company, department, and team meetings as required, including industry training sessions * Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information * Ability to efficiently organize work and manage time in order to meet deadlines * Ability to travel by automobile and aircraft * Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine * Ability to work on a computer for a prolonged amount of time * Ability to work outside of normal business hours as needed * Legally able to work in the United States Additional Information

Keywords: Lockton Companies, Pembroke Pines , Account Analyst Commercial PC Insurance, IT / Software / Systems , Pembroke Pines, Florida

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