Client Engagement Analyst jobs in United States
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Safety National · 6 days ago

Client Engagement Analyst

Safety National is a leading specialty insurance and reinsurance provider, dedicated to building careers with purpose. The Client Engagement Analyst will leverage analytical skills to enhance client relationships, monitor client health, and drive business growth through strategic partnerships and data-driven insights.

Financial ServicesInsurance
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Comp. & Benefits

Responsibilities

Engage internally with business stakeholders and externally with brokers, policyholders, and TPA clients
Drive strategic partnerships, enhance client relationships, and optimize account management strategies
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
Transform engagement model through storytelling with data, guiding strategic decisions that elevate client experiences and deliver measurable value

Qualification

Client engagementInsurance knowledgeData visualizationCRM systemsSQL queryingCustomer success frameworksProblem-solvingCommunication skills

Required

Bachelor's degree in Business, Risk Management, Insurance, Analytics, or a related field
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

Preferred

Proficiency in analytics and visualization tools (Power BI, Tableau, or Excel) and CRM systems (Salesforce preferred)
Familiarity with claims analytics, loss run interpretation, or retention modeling
Understanding of customer success frameworks and engagement scoring methodologies
Prior experience in data automation, SQL querying, or CRM reporting integration
Insurance industry certifications such as CPCU, ARM, AINS, or AIS preferred

Benefits

Generous health, dental, and vision coverage
Health savings accounts
A 401(k)-retirement savings match
Annual profit sharing contribution
Family forming benefits for adoption, fertility, and surrogacy
Generous paid time off and paid holidays
Paid parental and caregiver leave
Hybrid work environment
Company-paid life insurance and disability
Professional growth and development opportunities
Employee recognition and well-being programs

Company

Safety National

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Safety National is a specialty insurance and reinsurance provider.

Funding

Current Stage
Late Stage

Leadership Team

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John Csik
Executive Advisor
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Company data provided by crunchbase