Account Analyst

Job Description

Job Description

Account Analyst

Department : Major Accounts

Job Summary

Responsible for daily servicing and maintaining of commercial lines customers including rating 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

• 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.

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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