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Client Service Analyst, CRMG

2 months ago

Edmond, United States Insgroup Full time

Insurance Risk Partners, LLC ("IRP") was formed by three industry veterans, and our client roster includes private equity-backed firms, publicly-traded utilities, energy transportation, oil & gas and midstream, renewable energy, and various international and other infrastructure-focused companies. The IRP team is here when clients need us - clients can expect a sense of urgency from us. Our independence allows us to focus on clients while providing the consultative insurance solutions, claims advocacy, and technical support they deserve.

The Client Service Analyst, Commercial Risk works closely with Client Service Specialists and Client Managers to help deliver ad hoc and renewal outputs (Certificates of Insurance and Auto ID Cards) to our clients and certificate holders on a timely and accurate manner.

Principal Responsibilities:

  • Monitors the CRMG Certificate Inbox.
  • Monitors the CRMG Renewal Outputs Inbox.
  • Prepares and processes insurance certificates and auto identification cards.
  • Prints and mails renewal insurance certificates and auto identification cards.
  • Codes Unrouted mail and assigns accordingly.
  • Records data in appropriate firm software programs.
  • Completes special projects as assigned.
  • Looks for opportunities to improve the firm, business segments and processes. Brings issues and discrepancies to the attention of appropriate leadership.
Education, Experience, Skills and Abilities Requirements:
  • A current state P&C license, as required by the State Department of Insurance to service clients or be willing and able to obtain required licenses within the first 6 months of employment.
  • A detail orientation and strong analytical, research and problem-solving skills.
  • Strong verbal and written communications skills.
  • Moderate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software systems.
  • Able to prioritize multiple tasks.
  • Must demonstrate core values, exuding behavior aligned with the firms' culture.
Special Working Conditions:
  • Fast paced, multi-tasking environment.
Important Notice:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.


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