Account Analyst jobs in United States
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Conner Strong & Buckelew · 10 hours ago

Account Analyst

Conner Strong & Buckelew is a company specializing in major accounts, and they are 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.

Employee BenefitsInsurance
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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

Qualification

PropertyCasualty LicenseMicrosoft Office SuiteDocument Management SystemsAgency Management SystemsClient Service SkillsAnalytical SkillsMulti-taskingInterpersonal SkillsWritten CommunicationVerbal CommunicationSelf-starter

Required

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

Preferred

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

Conner Strong & Buckelew

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Conner Strong & Buckelew is an insurance brokerage, employee benefits and risk management consulting firm.

Funding

Current Stage
Late Stage

Leadership Team

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Michael Tiagwad
President & Chief Executive Officer
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Company data provided by crunchbase