The Role
The Account Analyst services clients by processing endorsement requests, managing policy changes, maintaining records, and communicating with clients and underwriters.
Summary Generated by Built In
Job Overview:
The Account Analyst is responsible for servicing the client, with a special focus on policy changes and endorsements. The person in this role understands and applies the fundamentals of commercial insurance policies to work closely with customers and other members of the service team to ensure a seamless experience throughout the endorsements process.
Responsibilities:
Required Skills/Abilities:
Benefits
The Account Analyst is responsible for servicing the client, with a special focus on policy changes and endorsements. The person in this role understands and applies the fundamentals of commercial insurance policies to work closely with customers and other members of the service team to ensure a seamless experience throughout the endorsements process.
Responsibilities:
- Review and process endorsement requests such as coverage modifications, additional insureds, or changes in property details for accuracy and completeness to ensure timely updates to policy documents.
- Distribute communications to clients and service team members to gather necessary information and clarify endorsement details.
- Maintain detailed records of all change requests, including all customer and carrier correspondence.
- Carefully review updated policy documents to guarantee changes were processed correctly, identifying and rectifying any discrepancies as needed.
- Negotiate with underwriters to manage conflicts related to endorsement issuance
- Proactively communicate with clients and carriers to ensure all parties are aware of change statuses and next steps.
- Perform other duties as assigned or required.
Required Skills/Abilities:
- Bachelor's degree in a business-related program or equivalent experience in the insurance industry
- Experience working in insurance or related field preferred
- A valid resident Property & Casualty insurance license is required; or the ability to obtain and maintain a valid state insurance license (agency may assist)
- Ability to compile and analyze policy information
- Proficiency in the use of Microsoft Office Suite
- Knowledge of, or the ability to learn, AMS360 and ImageRight.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with proven ability to meet deadlines.
- A passion for developing industry knowledge
Benefits
- Salary: $60,000-$65,000 annually.
- Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- A casual office environment with a dedicated and professional team.
- Hybrid opportunities in Tampa, FL and Berwyn, PA.
- Remote opportunities in DE, FL, LA, NJ, PA, SC, TX
Top Skills
Ams360
Imageright
Microsoft Office Suite
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The Company
What We Do
Since 1959, Sovereign Insurance Group's goal has been creating partnerships by aligning our market knowledge with your objectives to protect your most valuable assets. The result is rethinking your expectations of what is possible. Our specialists are seasoned professionals devoted to innovative solutions for their clients. Our team constantly seeks to understand issues related to target industries and have the expertise, market knowledge, and drive to deliver high quality results.
