Senior Client Analyst

Jobtailor; Tucson (AZ); On-site; USD 32,000 - 46,000; Full time

Job summary

Jobtailor in Tucson, AZ is seeking an Insurance Policies Assistant to process changes to policy documents, deliver endorsements, cancellations, and audits to clients under the direction of the Client Manager. You will follow established procedures for file and record maintenance and review carrier policy submissions to ensure they meet specifications.

Qualifications include a high school diploma, 1+ year in commercial lines insurance, ability to obtain the Arizona Property/Casualty license, and

Qualifications

• Must have a High School Diploma or GED.
• 1+ years in commercial lines insurance.
• Ability to obtain Arizona Property/Casualty license upon hire.
• Proficiency in Microsoft Office products (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Process changes to policies at the direction of the Client Manager.
• Process, invoice and deliver to the client endorsements, cancellations, audits, etc.
• Follow operating procedures related to file and record maintenance.
• Review policies received from carriers to ensure conformance to specifications/binders.

Skills

Policy administration

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Responsibilities

• Process changes to policies at the direction of the Client Manager.
• Process, invoice and deliver to the client endorsements, cancellations, audits, etc.
• Follow operating procedures related to file and record maintenance.
• Review policies received from carriers to ensure conformance to specifications/binders.

Qualifications

• High School Diploma or GED.
• 1+ years in commercial lines insurance.
• Ability to obtain Arizona Property/Casualty license upon hire.
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint).