Junior Analyst, FPR

Hauser Inc.; Cincinnati (OH); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Paylocity's Financial & Professional Risk team is seeking a Junior Analyst to support client service delivery. You will handle insurance applications, certificates of insurance, endorsements, schedules, invoicing, file setup and policy-change requests.

You will assist with renewals, compile submissions, market applications, loss information, and renewal proposals, and you will use Applied EPIC to support coverage placement and client service.

Qualifications

• High School Diploma required; bachelor’s degree preferred.
• 1 year of work experience is preferred.
• Active Property & Casualty license or willingness to obtain within 60 days of employment.
• Strong interpersonal and communication skills.
• Demonstrated customer service orientation.
• Excellent organizational and planning abilities.
• Proficient in Microsoft Word and Excel; experience with Applied EPIC is preferred.
• Willing to work on-site four days per week, with remote Fridays.

Responsibilities

• Provide day-to-day support to a portfolio of clients, including applications, certificates of insurance, endorsements, and schedules; invoicing and file maintenance.
• Assist in renewal processes by gathering information, submitting market applications, and preparing renewal proposals.
• Utilize Applied EPIC and Hauser Group tools to support coverage placement and client service.
• Provide billing and plan administration support to clients.
• Analyze quotes and renewal documentation for management and professional lines.
• Help develop materials that explain insurance coverages to clients.
• Support other service duties as capacity allows.
• Pursue training and education to become a trusted advisor to clients.

Skills

Customer focus

Relationship building

Critical thinking

Execution & delivery

Collaboration

Adaptability

Education

High School Diploma

Bachelor’s degree

Tools

Applied EPIC

Microsoft Word

Microsoft Excel

Job description

Description

The primary function of Junior Analyst, Financial & Professional Risk is to support activities related to the delivery of exceptional client service. This includes working directly with clients on requests involving insurance coverage, service, renewal, new business, or claim issues; working with other members of the FPR team, collecting, analyzing and presenting information or analysis used to educate/make recommendations to clients.

The Risk Analyst for the Financial & Professional Risk team will work with management and professional coverages such as D&O, EPL, Fiduciary, Crime, Cyber & Professional Liability.

OBJECTIVES AND ESSENTIAL JOB DUTIES:

• Provide day-to-day support to a portfolio of clients working in collaboration with other members of the FPR team. This includes preparing applications, managing certificates of insurance, endorsements, and schedules of insurance; invoicing; file set-up and maintenance; policy change requests, client and insurance carrier correspondence; and oversee policy checklist completion per Hauser’s professional standards manual.
• Actively participate in the renewal process by obtaining renewal information, which includes assisting in the preparation of submissions, market applications, and loss information; follow-up with insurance carriers on status of quotations; prepare renewal proposals with an attention to detail.
• Utilize Hauser Group’s tools and systems including Applied EPIC system to deliver tasks concerning coverage placement and client service while adhering to established standards and workflows.
• Provide customer service support to clients in the areas of billing and other plan administration issues.
• Help analyze coverage quotes, rates and other renewal documentation for management and professional lines insurance policies.
• Assist in the development and assembly of materials that enhance client’s understanding of their insurance coverages.
• Assist with other miscellaneous service duties as time and capacity allows.
• Invest efforts in training / education that supports career development and the drive to become a trusted advisor to clients.
• Other duties as assigned.

KEY COMPETENCIES:

• Customer Focus: Demonstrate desire to create value for customers by delivering quality service that exceeds expectations.
• Relationship Builder: Initiate and develop effective relationships, show sincere interest in clients and their concerns.
• Critical Thinker: Gather relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues.
• Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
• Collaborator: Build bridges with individuals; willingly pitches in, cooperates with others.
• Exhibits Drive and Commitment: Identify and understand what needs to be done and take the initiative to see that the task is accomplished with a standard of excellence; demonstrates strong sense of urgency.
• Adaptable/Flexible: Work constructively under pressure, respond resourcefully to change.

Requirements

EDUCATION and/or EXPERIENCE:

• High School Diploma required; bachelor’s degree (B.A. or B.S.) preferred
• Minimum of 1 years of work experience, preferred in the insurance industry
• Active Property & Casualty insurance license, or must be willing to receive within 60 days of employment
• Strong interpersonal and communication skills
• Demonstrated customer service orientation
• Excellent organizational and planning abilities
• Proven problem-solving capabilities
• Proficient in Microsoft Word and Excel
• Previous experience with Applied EPIC preferred
• Must be willing to work on-site four days per week, with the option to work remotely on Fridays.