Client Analyst

What You’ll Do

• Client data entry into agency management system for updated applications.
• Use of Indio for renewal process and other processes.
• Issue or oversee the issuance of certificates of insurance and the renewal process.
• Issue evidence of property insurance, automobile ID cards, and order change requests.
• Upload Insured’s Policies into EPIC, Passport and arrange for mailing if applicable (requested by client).
• Per Client Manager instructions, transmittal memos, request loss runs, order WC. claim status, and request experience modification worksheet.
• Update proposal drafts where assistance is needed by CM.
• Follow up on cancellation and reinstatement notices.
• Update suspense and follow-up on Activities for second request if needed.
• Attach e-mails to Epic.
• Check and process endorsements and audits.
• Invoice endorsements, audits, and other items as instructed.
• Process routine mail as instructed.
• Handle routine phone calls.
• Back up telephones when Client Manager is unavailable.
• Special projects, word Processing and excel as instructed.
• Policy pre-checking.
• On