Insurance Client Analyst

2 months ago


Charlotte, North Carolina, United States Guided Insurance Solutions Full time

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.
  • Insurance Analyst

    2 weeks ago


    Charlotte, North Carolina, United States CRC Insurance Services, Inc. Full time

    Job Title: Insurance AnalystWe are seeking a highly skilled Insurance Analyst to join our team at CRC Insurance Services, Inc. As an Insurance Analyst, you will play a critical role in supporting our Insurance Strategists in achieving their defined territorial revenue goals.Key Responsibilities:Interface with Private and Financial Advisors to provide expert...

  • Insurance Analyst

    2 weeks ago


    Charlotte, North Carolina, United States Crump Life Insurance Full time

    Job SummaryWe are seeking a highly skilled Insurance Analyst to join our team at Crump Life Insurance. As an Insurance Analyst, you will play a critical role in supporting our Insurance Strategists in achieving their revenue goals.Key ResponsibilitiesInterface with Private and Financial Advisors to provide support and answer questions related to the...

  • Insurance Analyst

    3 weeks ago


    Charlotte, North Carolina, United States CRC Insurance Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled Insurance Analyst to join our team at CRC Insurance Services, Inc. As an Insurance Analyst, you will play a critical role in supporting our Insurance Strategists in achieving their defined territorial revenue goals.Key ResponsibilitiesInterface with Private and Financial Advisors to provide expert guidance on...

  • Insurance Analyst

    2 weeks ago


    Charlotte, North Carolina, United States CRC Insurance Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled Insurance Analyst to join our team at CRC Insurance Services, Inc. As an Insurance Analyst, you will play a critical role in supporting our Insurance Strategists in achieving their defined territorial revenue goals.Key ResponsibilitiesInterface with Private and Financial Advisors to provide expert guidance on...

  • Insurance Analyst

    2 weeks ago


    Charlotte, North Carolina, United States CRC Insurance Services, Inc. Full time

    Job Title: Insurance AnalystAs an Insurance Analyst at CRC Insurance Services, Inc., you will play a crucial role in supporting our team of Insurance Strategists in achieving their defined territorial revenue goals. This is a challenging and rewarding position that requires strong analytical and communication skills.Key Responsibilities:Interface with...


  • Charlotte, North Carolina, United States TIH Insurance Full time

    Job SummaryAs a Client Service Specialist at TIH Insurance, you will play a vital role in building and maintaining professional relationships with clients, vendors, and teammates. Your exceptional internal and external service support skills will enable you to work effectively as a supportive member of the sales and service teams.Key ResponsibilitiesProcess...

  • Insurance Analyst

    2 weeks ago


    Charlotte, North Carolina, United States CRC Group Full time

    Job SummaryWe are seeking a highly skilled Insurance Analyst to join our team at CRC Group. As an Insurance Analyst, you will play a critical role in supporting our Insurance Strategists in achieving their defined territorial revenue goals.Key ResponsibilitiesInterface with Private and Financial Advisors to provide expert guidance on insurance processes and...


  • Charlotte, North Carolina, United States McGriff Insurance Services Full time

    Job SummaryWe are seeking a highly skilled Insurance Client Service Specialist to join our team at McGriff Insurance Services. As a key member of our sales and service teams, you will be responsible for building and maintaining professional relationships with clients, vendors, and teammates by providing exceptional internal and external service support.Key...


  • Charlotte, North Carolina, United States McGriff Insurance Services Full time

    Job SummaryAs a Client Service Specialist for Insurance at McGriff Insurance Services, you will play a vital role in building and maintaining professional relationships with clients, vendors, and teammates by providing exceptional internal and external service support. This position requires a supportive member of the sales and service teams to work...


  • Charlotte, North Carolina, United States Guided Insurance Solutions Full time

    Job Title: Client Relations AnalystAt Guided Insurance Solutions, we are seeking a highly skilled Client Relations Analyst to join our team. As a key member of our client service team, you will work closely with advisors and line-of-business specialists to analyze client data, evaluate needs, and develop effective risk management solutions that meet clients'...


  • Charlotte, North Carolina, United States Guided Insurance Solutions Full time

    We are Guided Insurance Solutions, a company dedicated to providing exceptional insurance services. Our team is passionate about helping clients make informed decisions about their insurance coverage. The Client Relations Analyst plays a crucial role in our team, working closely with advisors and specialists to analyze client data, evaluate needs, and create...


  • Charlotte, North Carolina, United States Lorven Technologies Full time

    Job Title: Data Analyst with Property and Casualty InsuranceWe are seeking a highly skilled Data Analyst to join our team at Lorven Technologies. As a Data Analyst, you will play a critical role in analyzing and interpreting complex data sets to inform business decisions.Key Responsibilities:Act as a liaison between technical and business teams to ensure...

  • Business Analyst

    1 month ago


    Charlotte, North Carolina, United States Selective Insurance Full time

    About Selective InsuranceSelective Insurance is a leading insurance company with a strong history of financial performance and a commitment to innovation. We're dedicated to helping our customers mitigate loss, stay safe, and restore their lives and businesses after an insured loss occurs.Business Analyst RoleWe're seeking a skilled Business Analyst to join...


  • Charlotte, North Carolina, United States Compass Group, North America Full time

    Compass Group, North AmericaWe are seeking a highly skilled and experienced Insurance Risk Analyst to join our team at Compass Group, North America. As a key member of our insurance team, you will play a critical role in supporting the Director of Insurance and Insurance Manager with insurance placement, coverage review, vendor management, and contract...


  • Charlotte, North Carolina, United States TIH Insurance Full time

    Job Summary: TIH Insurance is seeking a highly skilled Senior Financial Analyst II to join our team. As a key member of our Finance division, you will play a critical role in providing strategic financial guidance to support business decisions and initiatives. Key Responsibilities: • Collaborate with cross-functional teams to ensure financial integrity and...

  • Insurance Analyst

    2 weeks ago


    Charlotte, North Carolina, United States CRC Group Full time

    Job SummaryWe are seeking a highly skilled Insurance Analyst to join our team in a support role. The successful candidate will assist assigned Insurance Strategists in achieving their defined territorial revenue goals.Key ResponsibilitiesInterface with Private and Financial Advisors to provide support and answer questions related to the insurance...


  • Charlotte, North Carolina, United States Lorven Technologies Full time

    Job Title: Data Analyst with Property and Casualty Insurance ExpertiseWe are seeking a highly skilled Data Analyst to join our team at Lorven Technologies. The ideal candidate will have a strong background in data analysis, mapping, and transformation, with a focus on property and casualty insurance.Key Responsibilities:* Act as a liaison between technical...

  • Payroll Tax Analyst

    2 days ago


    Charlotte, North Carolina, United States TIH Insurance Full time

    Job Summary:TIH Insurance is seeking a highly skilled Payroll Tax Analyst to join our team. As a Payroll Tax Analyst, you will be responsible for ensuring timely reporting and deposits to avoid penalties, maintaining tax information accuracy for processing by a third-party provider, and performing payroll tax processes.Key Responsibilities:Maintain in-depth...

  • Financial Analyst

    3 days ago


    Charlotte, North Carolina, United States TIH Insurance Full time

    Job Summary:We are seeking a highly skilled Financial Analyst to join our team at TIH Insurance. As a Financial Analyst, you will play a critical role in providing financial analysis and guidance to support key decisions and initiatives across various lines of business.Key Responsibilities:Develop and maintain complex financial models to support business...


  • Charlotte, North Carolina, United States Selective Insurance Full time

    About Selective InsuranceSelective Insurance is a leading U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance. We are recognized for our unique position as both a leading insurance group and an employer of choice, earning awards and honors such as Forbes Best Midsize Employers and Great Place to...