Senior Client Analyst

Job description

Description: The primary focus of the Senior Client Analyst is to provide technical support to Client Managers and to clients in maintaining Business Insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director of Private Company. This role is educational and support based to learn the business and prepare this individual to become a Client Manager in the future. Essential Duties & Responsibilities: Assist in obtaining paperwork for new and renewal business for Client Managers to include: - Applications and other documents required for submission - Re-marketing Renewals - Binders - Certificates of Insurance - Notices of Cancellation to Insureds - Policies - Invoices - Endorsements - Audits Perform account reconciliation: Prepare Summary of Insurance: Have a good verbal and written communication skills for both client and internal communication Maintain client files: Participate in Errors & Omission audits as needed Establish and maintain positive and effective working relations with other Associates and clients - File all documentation in ImageRight per filing guidelines Education and/or Experience: Suc...