Account Analyst

Dormont Manufacturing Co; Georgia; On-site; USD 62,000 - 75,000; Full time

Benefits offered by this job

Comprehensive medical and dental insurance

401K plan

Paid Time Off (PTO)

Job summary

Dormont Manufacturing Co based in Georgia is seeking an individual to manage and service commercial lines customers. The role involves daily customer interaction, policy reviews, and managing account documentation.

The ideal candidate will possess exceptional organizational and communication skills, a preferred college degree, and proficiency in Microsoft Office. The compensation ranges from $62,000 to $75,000 annually, along with performance-based incentives and benefits.

Qualifications

• College degree preferred.
• Exceptional organization and client service skills are essential.
• Must have excellent written and verbal communication skills.
• Self-starter with the ability to multi-task and work independently.

Responsibilities

• Responsible for servicing and maintaining commercial lines customers.
• Reviews and processes policies and audits.
• Interacts with carriers and ensures excellent customer service.
• Participates in preparing renewal submissions.
• Responsible for invoicing and policy checklist procedures.

Skills

Exceptional organization and Client Service Skills

Excellent interpersonal skills

Analytical skills

Written communication skills

Verbal communication skills

Self-starter

Proficiency in Microsoft Office

Education

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Document Management Systems (WorkSmart)

Agency Management Systems (Sagitta)

Job description

Department: Major Accounts

Job Summary

Responsible for daily servicing and maintaining of commercial lines customers including rating and marketing; obtaining quotations and assisting in the preparation of Submissions, Proposals and Binders. Provide prompt, accurate and courteous service to Customers, Sales Representatives and Insurance Companies regarding those accounts and other duties, as directed.

Principal 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.

Other Functions

• 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.

Requirements

• 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.
• Knowledge of Document Management and Agency Management Systems preferred.
• Authorized to work in the United States on a full‑time basis without Company sponsorship.

Specialized Knowledge or Licenses

Property and Casualty Producer License

ARM, CRIS, CPCU and other specialized designations as appropriate

Working Conditions

Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices and client work sites as needed.

Compensation

Salary for this position ranges from $62,000.00 - $75,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.

Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, and PTO.

Must be authorized to work in the United States on a full‑time basis without Company sponsorship.

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.