Client Success and Reporting Specialist

1 month ago

Carmel, United States Tokio Marine HCC Full time

Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries worldwide. Organic growth and over 60 successful acquisitions have grown our 2022 Gross Written Premium (GWP) to $5 Billion. Our workforce has grown to 4,300 worldwide ... big, but not so big that you cannot make a difference. Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great workplace.

TMHCC Stop Loss, a $2 billion division within TMHCC, leads the way in providing medical stop loss insurance sold to employers. Medical Stop Loss provides an added layer of insurance protection to employers who choose to self-fund their health benefit plans. Self-funding can incur risks from catastrophic claims, and Medical Stop Loss insurance from Tokio Marine HCC is designed to protect employers from that risk.

This is hybrid role located onsite in Carmel, IN

Position Summary:

Identifies, defines, and documents business processes and requirements, data entry, reporting, queries and projects and changes. Ensures the high-quality delivery of new and modified processes and functionality. Is a contact for client questions or concerns, training and education, as well as support to Nurses, Underwriters, BA;s and TPA's .

Key Responsibilities:

  • Work alongside subject matter experts in a team environment.
  • Assist in develop and implement short-term plans to improve business processes and workflows for designated area.
  • Provide various administrative functions as needed provided by management.
  • Prepare written and verbal presentations that educate and inform on area of responsibility.
  • Provide daily and monthly reporting, queries and data to OT team
  • Provide support to gather and document requirements from business team members
  • Projects coordination and implementation working closely with multiple stakeholders
  • Conduct detailed analyses to draw conclusions, and develop relevant and insightful recommendations with data and reporting
  • Document resolution options, go-forward plans, specifications, functionality for training material.
Education, Experience & Knowledge
  • 4 Year / Bachelors Degree in Business Administration, Business Management, Management Information Systems, a related field, or the equivalent education and/or experience
  • Preferred 2 Years of excel and reporting functionalities
  • Data entry and workflow experience
  • Implementation or account management experience is a plus
  • Understanding of underwriting concepts, practices, and procedure
  • Proven administration and customer service skills
  • Skill and ability to read and understand, reports, contracts, and other insurance-related materials
  • Understanding of underwriting concepts, practices, and procedure is a plus
  • Proven administration and customer service skills
  • Effective problem-solving ability and strong analytical skills; can see underlying or hidden problems and patterns; look beyond the obvious
  • Demonstrated ability to communicate complex technical information in a condensed matter to various audiences verbally and in writing with an emphasis on confidentiality, tact, and diplomacy.
  • Excellent organizational skills with the ability to prioritize and coordinate work efforts.; demonstrated ability to manage multiple tasks simultaneously;
  • Insurance or Financial Services experience preferred
  • Working knowledge of data analysis tools (e.g., SQL, Idea, Power BI, TeamMate Analytics, Acuity and Excel ),
  • Must have Proficiency and experience using Microsoft Office suite (Excel, Visio, PowerPoint, Project)
  • Possess and have ability to apply knowledge of principles, practices, and procedures
Tokio Marine offers a competitive salary and benefits package, including:
  • Generous paid time off (PTO), 12 paid company holidays,
  • 401(k) Retirement Plan with 6% company match.
  • Health and dental insurance, and vision plan available.
  • Company-provided long-term disability and life insurance.
  • Opportunities for advancement in a successful and growing organization.
  • Flexible work schedules and a great work/life balance.
  • Paid Parental Leave.
  • Volunteer Time Off.
  • Enjoy casual dress and work in a modern, comfortable office with free parking.
  • Hybrid work schedule


The Tokio Marine HCC Group of Companies offers a successful, dynamic organization experiencing rapid growth and are seeking energetic and confident individuals to join our team of professionals. The Tokio Marine HCC Group of Companies is an equal-opportunity employer. Please visit www.tmhcc.com for more information about our companies.

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