Account Analyst
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Job Location:
Berwyn, PA - USA
Yearly Salary:
$ 60000 - 65000
Posted on:
15 days ago
Vacancies:
1 Vacancy
Job Summary
The Account Analystis responsible forservicing the client with a special focus on policy changes and endorsements. The person in this role understandsandapplies 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 modificationsadditionalinsureds or changes in property details for accuracy and completeness to ensuretimelyupdates 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 correctlyidentifyingand 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:
Bachelors 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 isrequired; or the ability to obtain andmaintaina valid state insurance license (agency mayassist)
Ability to compile and analyzepolicyinformation
Proficiencyin the use of MicrosoftOffice Suite
Knowledge of or the ability to learnAMS360 andImageRight.
Strong analyticalandproblem-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.
Apassion for developing industry knowledge
Benefits
Salary: $60000-$65000 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 tosupport 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.
Hybridopportunities in Tampa FL and Berwyn PA.
Remote opportunities inDE FL LA NJ PA SC TX
About Sovereign Insurance Group
Since 1959 Sovereign Insurance Group has been a leader in the nonprofit commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization we are poised to continue our expansion.
We believe in approaching our clients our insurance companies and our employees with humility and always considering the other partys interests above our own. This philosophy guides us in taking our talents our time and industry know-how to provide the best overall results we can for our clients.
Required Experience:
Manager
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
Sovereign Insurance Group helps Houses of Worship (churches & synagogues), Nonprofits, Educational Institutions, Apartments, Commercial Real Estate, and Cultural Institutions find insurance that fits your needs.
