Client Analyst

Provide support for associate client managers in servicing all lines of business insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities:

Assist associate client managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.

• Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
• Ordering and reviewing loss run and claim status reports.
• Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
• Complete applications as needed.
• Create certificate notebooks.
• Managing expiration lists.

Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs.

• Verify items needed to check incoming policies are available in epic prior to providing the policy to the client administrator.
• Set up original policies in binders.
• Draft a summary of insurance for the client administrator to review.
• Verify that endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in epi.
• File monthly installment and direct bill invoices, loss runs, and loss control reports.

Assist client administrator in handling business after the sale has been made and preparing for the marketing of renewal business.

• Set up marketing folders and renewal workflow schedules.
• Set up renewal policy files in epic.
• Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
• Become proficient in the use of technology systems, software and tools such as epic, bar coding and scanning used to perform duties.
• Establish and maintain positive and effective working relations with other associates and clients.

Education and/or Experience:

• A bachelor’s degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry property & casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
• Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors license.
• Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.