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Safety National · 2 months ago

Client Engagement Analyst

Saint Louis, Missouri, United States

Full-time

Hybrid

Mid Level

$66K/yr - $93K/yr

3+ years exp

Safety National is a leading specialty insurance and reinsurance provider, committed to fostering strong relationships and providing exceptional service. The Client Engagement Analyst role involves leveraging data and engagement metrics to enhance client relationships, drive service improvements, and support business growth through strategic insights and analysis.

Financial ServicesInsurance

Comp. & Benefits

Responsibilities

Serve as the bridge between data and strategy—leveraging engagement metrics, feedback, and performance insights to drive proactive service enhancements and business growth

Create dashboards and scorecards to monitor client health, identify retention risks, and uncover expansion opportunities

Work closely with internal partners and Client Engagement Managers to design customer success strategies and refine the client journey across its lifecycle

Help transform our engagement model through storytelling with data, guiding strategic decisions that elevate client experiences and deliver measurable value

Qualification

Client engagement experienceAnalytical skillsInsurance policy knowledgeAnalytics tools proficiencyCRM systems experienceData automationCustomer success frameworksCommunication skillsProblem-solving skills

Required

This position allows for a hybrid work schedule which includes a minimum of 3 days per week in our St. Louis Corporate Office, located at 1832 Schuetz Rd. Saint Louis, MO. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview

3 or more years of experience in client engagement, account servicing, analytics, or underwriting support within commercial insurance or related industries

Strong understanding of insurance policy structures, client lifecycle management, and commercial lines of business

Excellent analytical, problem-solving, and communication skills with the ability to translate complex data into actionable recommendations

Experience with commercial P&C, workers' compensation, or excess casualty products