Account Analyst

Department:  Major Accounts

Job Summary 

Responsible for daily servicing and maintaining of commercial lines customers including rating and marketing; obtaining quotations and assisting in the preparation of Submissions, Proposals and Binders. Provide prompt, accurate and courteous service to Customers, Sales Representatives and Insurance Companies regarding those accounts and other duties, as directed.

Principal Responsibilities

• Reviews and processes Policies, Audits, and Policy changes.
• Makes recommendations for coverage additions or changes when appropriate.
• Interacts with Carriers and internal/external Customers to ensure delivery of exceptional customer service.  
• Participates in the process of, and preparing of Renewal Submissions for Marketing including Application(s), necessary Exhibit(s), Narrative(s), collection of Loss Runs and answers to Underwriting Questions.
• Participates in account reconciliation for receivables management.
• Submits Applications to Carriers and follows up to ensure timely receipt of Quotations and Policies.
• Provides technical support including, but