Insurance Client Analyst
2 months ago
Company Overview:
Guided Insurance Solutions, a part of the Baldwin Group, is not your typical insurance broker. We pride ourselves on being a team of dedicated professionals committed to educating and assisting clients in making informed insurance choices. Our mission is to empower individuals to navigate life's uncertainties with confidence, knowing they have the right coverage in place.
Position Summary:
The Client Relations Analyst collaborates with advisors and specialists across various business sectors to assess client information, identify needs, and develop tailored risk management strategies that align with clients' financial objectives. This role also supports advisors with service requests and implements necessary account adjustments.
Key Responsibilities:
- Prepare documentation for presenting risks to the market.
- Draft applications, insurance summaries, certificates, identification cards, and other related documents.
- Assist client service teams in creating presentation materials.
- Analyze complex data and compile reports under supervision.
- Input data into relevant insurance company and firm software.
- Generate monthly reports on cancellations and expirations.
- Process endorsements and conduct audits.
- Complete special projects as assigned.
- Identify opportunities for enhancing firm operations and processes.
Qualifications:
- Strong analytical, research, and problem-solving abilities.
- Exceptional attention to detail.
- Excellent verbal and written communication skills.
Education & Experience:
- 1-2 years of experience in the insurance sector.
- Possession of a current Property and Casualty License, or willingness to obtain required licenses within the first 90 days of employment.
- Basic knowledge of insurance coverages is preferred.
- Proficient in Microsoft Office Suite and capable of learning additional insurance software systems.
Work Environment:
- Fast-paced, multi-tasking atmosphere.
Important Notice:
This position description outlines the essential responsibilities and is not intended to be a contract. Additional duties may be assigned as necessary to support the organization.
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