Account Analyst jobs in United States
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Conner Strong & Buckelew · 3 days ago

Account Analyst

Conner Strong & Buckelew is a company focused on providing exceptional service in the insurance sector. The Account Analyst is responsible for servicing and maintaining commercial lines customers, ensuring accurate processing of policies, and delivering excellent customer support.

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
Other duties, as assigned

Qualification

Client Service SkillsMicrosoft OfficePropertyCasualty LicenseAgency Management SystemsAnalytical SkillsMulti-taskingCommunication SkillsOrganizational SkillsSelf-starter

Required

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
Authorized to work in the United States on a full-time basis without Company sponsorship
Property and Casualty Producer License
ARM, CRIS, CPCU and other specialized designations as appropriate

Preferred

Knowledge of Document Management and Agency Management Systems preferred

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