Insurance Client Analyst - Detail-Driven Support

Sacbar; Sacramento (CA); Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings plan

Employee assistance programs

Job summary

Sacbar is seeking dedicated support personnel to assist Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Responsibilities include processing mail, preparing policies for checking, handling endorsements, cancellations and certificates, managing data in Sagitta and ImageRight, and supporting audits and special projects as needed.

Qualifications

• Bachelor's degree or 1-2 years Property & Casualty experience.
• Valid California Fire & Casualty Solicitors License.
• AAI, AINS or INS designation encouraged and willingness to pursue education.
• Proficient with Microsoft Office (Word, Excel, Outlook).
• High attention to detail with ability to manage multiple tasks.

Responsibilities

• Assist Administrators and Managers in servicing accounts and learning processes.
• Process New Mail and mail monthly installment invoices to clients.
• Prepare policies for checking and route to policy checkers; process to client if OK.
• Review endorsements for accuracy and coordinate with accounting if needed.
• Handle cancellations/reinstatements and certificate requests.
• Manage setup and use of team iPads; create schedules of insurance.
• Update policy data, add new prospects/clients in Sagitta, issue Auto ID Cards.
• Participate in special projects and final audits as experience grows.

Skills

Attention to detail

Multi-tasking

Education

Bachelor's degree or 1-2 years Property & Casualty experience

California Fire & Casualty Solicitors License (valid, unrestricted)

AAI/AINS/INS designation encouraged

Proficient with Microsoft Office (Word, Excel, Outlook)

Tools

Sagitta

ImageRight

Job description

Sacbar is seeking dedicated support personnel to assist Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Responsibilities include processing mail, preparing policies for checking, handling endorsements, cancellations and certificates, managing data in Sagitta and ImageRight, and supporting audits and special projects as needed.