Associate Account Analyst

Liberty Mutual Insurance; Plano (TX); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Liberty Mutual Insurance is seeking an entry-level Account Analyst in the Dallas area. The role supports underwriters and brokers, gathering data, evaluating risk, and assisting with pricing and policy documentation.

The position requires strong organizational skills and the ability to multitask across multiple systems. The role is hybrid, with in-office expectations twice a week for candidates within 50 miles of select offices.

Qualifications

• Capacities include critical thinking, problem solving, and customer focus.
• Detail orientation, organization, and adaptability are essential.
• 2+ years of related work experience preferred or equivalent.
• Bachelor's or associate degree preferred or equivalent experience.

Responsibilities

• Learn risk evaluation basics for new and renewal business.
• Enter data into pricing models and perform initial exposure assessments.
• Support underwriter and broker with responsive service from clearance to policy issuance.
• Coordinate service requests and manage workflow across systems.
• Assist with submissions, flag referral triggers, and coordinate rating processes.
• Ensure accuracy of pricing, proposals, and coverage documents used by underwriters.
• Provide customer service to brokers and agents on policy transactions and billing.
• Assist post-sale workflows including billing, issuances, and documentation.

Skills

Critical thinking

Problem solving

Customer focus

Detail orientation

Organization

Adaptability

Education

Associates or bachelor’s degree preferred

Job description

Description

This is a hybrid position. Candidates within 50 miles of select offices are expected in-office Twice a Week.

Responsibilities

• This is an entry level position within the Account Analyst job family, with a goal of acquiring a basic understanding of risk evaluation on new and renewal business.
• Gathers, organizes and enters information into pricing models; and performs the initial analysis of exposure, loss and coverage for the underwriter.
• Supports the underwriter and agent/broker with highly responsive service by managing the workflow from clearance through policy issuance and file documentation.
• Coordinates service requests in a timely manner.
• Deconstructs submissions by identifying, gathering and entering information into systems, pricing tools and models; flagging referral triggers, and initiating/managing requests to internal service providers (e.g., rating).
• Gathers, analyzes and ensures the accuracy of pricing and proposal information (rating and pricing tool output, proposal language, coverage forms and endorsements, financial and legal agreements and offer/ disclosure /election forms) used by the underwriter to complete the coverage review, hazard analysis, pricing strategy and proposal.
• Provides customer service to brokers and agents to facilitate the processing of business; answers questions, resolves problems on topics such as policy transactions, billing, and service needs.
• Executes post-sale account management workflow, including initiation of billing, policy issuance, acquisition of account agreements and file documentation.
• Initiates pre-renewal communications via conditional/non-renewal notice draft when necessary.
• Supports the underwriter with mid-term account reviews / stewardship, ongoing service, service planning and endorsements.
• Should be adept at multitasking across multiple systems simultaneously.

Qualifications

• Capabilities include critical thinking/problem solving, decision making, customer focus, detail orientation, written/verbal communications, organization, adaptability, courtesy, dependability and ability to learn/apply new information quickly and accurately.
• Knowledge, skills and capabilities typically acquired through 2 or more years of related work experience.
• Associates or bachelor’s degree preferred or equivalent experience.

About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

• California
• Los Angeles Incorporated
• Los Angeles Unincorporated
• Philadelphia
• San Francisco