Sr. Program Client Services Analyst (Accounting/Finance) - State National

Markel; Bedford (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401(k) with employer match

PTO and holidays

Job summary

Markel is seeking a Senior Client Service Business Analyst – Program Client Services in a hybrid role (office 3 days, remote 2 days). You will analyze customer programs, optimize processes, and drive data-driven improvements across underwriting, claims, and accounting functions.

The role focuses on designing system efficiencies, impacting premium processing, reimbursements, and financial reconciliations while partnering with executives and external partners.

Qualifications

• Bachelor’s degree in Business, Accounting and/or Finance.
• Proficiency in MS Excel and Word.
• Strong verbal and written communication skills with executives and partners.
• Strong problem solving and decision-making abilities.
• Ability to multitask and stay organized.
• Team player who can work independently.

Responsibilities

• Review submissions from brokerage community; assist with quotes, submissions, policy issuance and endorsements.
• Review underwriting guidelines and elevate issues as needed.
• Process invoices and monitor reinsurance contracts for timely settlements.
• Reconcile cash balances; work with accounting to ensure premiums are recorded and collected.
• Support audits by coordinating documentation and responses.
• Collaborate cross-functionally to support program execution and process improvement.

Skills

MS Excel

MS Word

Verbal & written communication

Analytical thinking

Education

Bachelor's in Business/Accounting/Finance

Tools

CRM

Job description

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.

The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.

Join us and play your part in something special!

The Senior Client Service Business Analyst – Program Client Services will provide strategic business analysis services to Program Services (Program Analyst-Accounting/Finance). The focus of this position is to work with the business units to gain an in-depth understanding of customer's business strategy, processes, services, roadmap and the context in which the business operates to design system efficiencies to increase overall results within the organization. The Senior Analyst is responsible for identifying opportunities to improve efficiency, reviewing assigned business processes from end-to-end to characterize and address operational, financial and technological risks. Responsibilities will include a full range of pursuits in the development of division solutions (i.e. CRM), from large scale project management and strategic design, to leading project teams in an effort to maintain data integrity within the system.

Essential Functions

• Responsible for reviewing submissions from the brokerage community/market
• Assist with quotes, submissions, policy issuance and endorsements workflow
• Review underwriting guidelines on submissions and elevate issues accordingly
• Issue binders/slips and invoices
• Monitor facultative and treaty reinsurance contracts to ensure timely and accurate settlements of monies owed
• Reconcile cash balances monthly, researching and clearing discrepancies
• Work closely with the accounting team to ensure premiums are recorded, collected and settled
• File setup and maintenance of the submissions received
• Support claims administration activities including funding coordination, invoice validation, and financial reconciliation in partnership with claims stakeholders
• Assist in the facilitation of internal and external audits by coordinating documentation, tracking requests, and supporting timely responses
• Perform financial reconciliations across premiums, claims, and reinsurance activity to identify and resolve discrepancies
• Collaborate cross-functionally with underwriting, claims, audit, accounting, and brokers to support efficient program execution and process improvement
• Ad hoc reinsurance projects as needed

Education/Experience

• Bachelor's in Business, Accounting and/or Finance. Masters is a plus but not necessary.
• Strong MS Excel and Word skills
• Strong verbal and written skills needed to communicate with internal executives and external partners
• Strong problem solving and decision-making abilities
• Ability to multitask and demonstrate organizational skills
• Ability to work independently and with a team

Schedule

• Monday to Friday
• In Office~ Monday through Wednesday. WFH~ Thursday and Friday. (Hybrid)

Who we are

Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

We’re all about people | We win together | We strive for better

We enjoy the everyday | We think further

What’s in it for you

• We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.
• All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
• We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
• Markel offers hybrid working schedules of 3 days in the office and 2 days remote.

Are you ready to play your part?

The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors.

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e‑mail to the [e-mail].

Please note Markel’s phased approach for re-entry into our buildings is designed to balance the ongoing health, safety, and well‑being of our employees with operational considerations and regulatory/governmental requirements and recommendations. As a result, we implemented a hybrid return to work strategy that allows for three days in the office every week.

US Work Authorization

US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.