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Account Analyst

Sovereign Insurance Group
Berwyn, PA Full Time
POSTED ON 1/4/2025 CLOSED ON 2/2/2025

What are the responsibilities and job description for the Account Analyst position at Sovereign Insurance Group?

Job Overview And Requirements

Sovereign Insurance Group is looking for an Account Analyst to join our growing service team. As an Account Analyst, you are learning the fundamentals of commercial insurance policies and client servicing, with a special focus on policy changes and endorsements. You work closely with customers and other members of the service team to ensure a seamless experience throughout the endorsements process. You are someone with strong attention to detail, a passion for developing your industry knowledge, and an inherent knack for detailed and comprehensive communication.

What makes this role exciting? You’ll have the opportunity to work alongside a passionate team of seasoned industry leaders and witness the real impact of supporting our unique yet rewarding clientele. We’re looking for a proactive and detail-oriented team player who is eager to gain the expertise, market knowledge, and drive to deliver exceptional service.

Come be a part of a company that values innovation, teamwork, and continuous growth. At Sovereign Insurance Group, your skills and contributions will make a real impact. Apply today!

About Sovereign Insurance Group

Since 1959, Sovereign Insurance Group has been a leader in the non-profit, commercial property and casualty marketplace. We are a growing company that expanded from one location in Southeastern PA to a multi-state organization, and we are poised to continue our expansion.

We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.

Responsibilities

  • Review and process endorsement requests such as coverage modifications, additional insureds, or changes in property details for accuracy and completeness to ensure timely updates to policy documents
  • Communicate with clients and service team members to gather necessary information and clarify endorsement details
  • Maintain detailed records of all change requests, including all customer and carrier correspondence
  • Carefully review updated policy documents to guarantee changes were processed correctly, identifying and rectifying any discrepancies as needed.
  • Proactively communicate with clients and carriers to ensure all parties are aware of change status’ and next steps.
  • Perform other duties as assigned or required.

Requirements

  • Bachelor's Degree or industry-related experience
  • Commercial multi-line property and casualty insurance experience preferred
  • Insurance designation preferred
  • Ability to work well in a team environment while maintaining dedication to growth and quality customer service
  • Exceptional organizational and customer service skills
  • Excellent written, interpersonal, analytical, and verbal communication skills
  • Must be able to multi-task, delegate, and handle responsibilities with minimal supervision
  • PC proficiency required. MS Office (Word and Excel) preferred
  • Familiarity with AMS360 or other similar systems is a plus

Benefits

  • Salary: $55,000 -$65,000 annually
  • Health insurance, vision, dental, life insurance, and short-term disability insurance. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families
  • 401K with employer matching
  • Remote/Hybrid work environment after successful completion of training
  • PTO and paid holidays to support work-life balance. PTO is based on experience and expected to increase overtime
  • A casual office environment with a dedicated and professional team

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Salary : $55,000 - $65,000

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