Description

The primary focus of the Senior Client Analyst is to provide technical support to Client Managers and to clients in maintaining Business Insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director of Private Company. This role is educational and support based to learn the business and prepare this individual to become a Client Manager in the future.

Essential Duties & Responsibilities

Assist in obtaining paperwork for new and renewal business for Client Managers to include:

- Applications and other documents required for submission

- Re-marketing Renewals

- Binders

- Certificates of Insurance

- Notices of Cancellation to Insureds

- Policies

- Invoices

- Endorsements

- Audits

Perform account reconciliation

Prepare Summary of Insurance

Have a good verbal and written communication skills for both client and internal communication

Maintain client files

- File all documentation in ImageRight per filing guidelines

Participate in Errors & Omission audits as needed

Establish and maintain positive and effective working relations with other Associates and clients

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to a large group of internal associates. The Senior Insurance Associate must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required:

Successful work history to include 3-5 years experience in a professional office setting directly related to job responsibilities specified above

• Secondary education such as associate or bachelor degree preferred.
• Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required.
• Skill in organizing resources and establishing priorities.
• Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
• Demonstrated ability to develop, plan, and implement short- and long-range goals.
• Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training
• Maintain a valid, unrestricted California Life & Disability Property & Casualty License and meet continuing education requirements.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods.
• Work is performed in a typical interior/office work environment.

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The applicable base salary range for this role is $49,000 to $91,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.