Account Analyst

Conner Strong & Buckelew; King of Prussia (PA); Híbrido; USD 62.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

401K

Paid time off

Descripción de la vacante

Conner Strong & Buckelew in King of Prussia, PA, is seeking a Major Accounts service professional to manage daily servicing for commercial lines, including rating, marketing, quotations, and submissions. You will provide prompt service to customers, sales reps, and insurers, and prepare policy binders and invoices.

Responsibilities include renewal submissions, account reconciliation, and invoicing while maintaining accurate client data in Sagitta and using WorkSmart for document management.

Formación

• Exceptional organization and client service skills.
• Excellent interpersonal, analytical, written, and verbal communication skills.
• Self-starter, flexible, able to multi-task with minimal supervision.
• Proficiency in Word, Excel, and PowerPoint; Microsoft Office required.
• Knowledge of Document Management and Agency Management Systems preferred.
• Authorized to work in the United States full-time without sponsorship.

Responsabilidades

• Servicing and maintaining commercial lines customers, including rating, marketing, quotations, and submissions.
• Process policies, audits, changes, and renewals with carriers and clients.
• Provide prompt, accurate, courteous service to customers, sales reps and insurers.
• Prepare applications, renewal proposals, binders, and certificates; manage invoicing.

Conocimientos

Client service

Organization

Communication

Multi-tasking

Microsoft Office

Analytical skills

Herramientas

Sagitta

WorkSmart

Descripción del empleo

King of Prussia, Pennsylvania, United States

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, Proposalsand Binders. Provide prompt, accurate and courteous service to Customers, Sales Representatives and Insurance Companies regarding those accounts and other duties, as directed.

• 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

• 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.

#LI-HYBRID

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Conner Strong & Buckelew’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.