Associate Account Analyst

About This Role

This entry-level Associate Account Analyst position involves evaluating risk for new and renewal business within the Account Analyst job family. This role supports underwriters and agents by managing workflow from clearance through policy issuance and file documentation, ensuring highly responsive service.

Responsibilities

• Acquire a basic understanding of risk evaluation on new and renewal business
• Gather, organize and enter information into pricing models
• Perform initial analysis of exposure, loss, and coverage for the underwriter
• Support the underwriter and agent/broker with highly responsive service by managing workflow
• Coordinate service requests in a timely manner
• Deconstruct submissions by identifying, gathering, and entering information into systems, pricing tools, and models
• Gather, analyze, and ensure accuracy of pricing and proposal information
• Provide customer service to brokers and agents to facilitate business processing
• Execute post-sale account management workflow, including initiation of billing and policy issuance
• Initiate pre-renewal communications via conditional/non-renewal notice draft when necessary
• Support the underwriter with mid-term account reviews, stewardship, ongoing service, and endorsements

Requirements

• Ability to learn and apply new information quickly and accurately
• Critical thinking/problem solving skills
• Decision making skills
• Customer focus
• Detail orientation
• Written/verbal communications
• Organization skills
• Adaptability
• Courtesy
• Dependability

Qualifications

• Associate or bachelor’s degree preferred
• 2 or more years of related work experience

Benefits