Senior Client Insurance Analyst

Sacbar; Sacramento, Northern (CA, KY); Hybrid; USD 49,000 - 91,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Employee assistance programs

Job summary

Sacbar is seeking a Senior Client Analyst to provide technical support to Client Executives and clients for maintaining Business Insurance policies in line with our Procedures Manual and directives from the Director, Client Services.

The role involves processing paperwork for new and renewal business, reviewing loss runs, preparing summaries of insurance, and maintaining client files. Strong communication, detail orientation, and MS Office proficiency are essential.

Qualifications

• Bachelor's degree or 2–5 years industry experience related to duties.
• Good understanding of insurance terminology and broker functions.
• Proficiency with MS Office (Word/Excel/Outlook).
• Strong attention to detail and ability to present results clearly.

Responsibilities

• Provide technical support to Client Executives and clients.
• Process paperwork for new and renewal business (applications, binders, certificates, policies, invoices).
• Perform account reconciliation and review loss runs/claims status for submissions.
• Maintain client files and manage documents in ImageRight.
• Participate in audits and maintain positive relationships with associates and clients.

Skills

Verbal communication

Written communication

Attention to detail

Task prioritization

Problem solving

Time management

Education

Bachelor's degree

California Fire & Casualty Solicitors License (unrestricted)

Tools

MS Office

Job description

Sacbar is seeking a Senior Client Analyst to provide technical support to Client Executives and clients for maintaining Business Insurance policies in line with our Procedures Manual and directives from the Director, Client Services.

The role involves processing paperwork for new and renewal business, reviewing loss runs, preparing summaries of insurance, and maintaining client files. Strong communication, detail orientation, and MS Office proficiency are essential.