Analyst Corporate Risk

Description

SUMMARY:

The primary function of the Analyst - Corporate Risk is to support activities related to the delivery of exceptional client service. This includes working directly with clients on requests involving insurance coverage, service, renewal, new business, or claim issues; working with the Vice President of Corporate Risk, Assistant Vice President or Client Executive on information or analysis used to educate/make recommendations to clients.

OBJECTIVES AND ESSENTIAL JOB DUTIES:

• Provide administrative support to the Vice President of Corporate Risk, Assistant Vice President, or Client Executive for daily client servicing and maintenance. This includes preparing applications, certificates of insurance, endorsements, and schedules of insurance; invoicing; file set-up and maintenance; policy change requests, client and insurance carrier correspondence; and policy checklist completion per the professional standards manual.
• Actively participate in the renewal process by obtaining renewal information for the Vice President, Assistant Vice President , or Client Executive, which includes assisting in the preparation of submissions, market applications, and loss information; follow-up with insurance carriers on status of quotations; prepare proposals with an attention to detail; directly place specific lines of coverage.
• Independently and proactively prioritize service functions in a timely and efficient manner.
• Use Applied EPIC system for all tasks concerning client placement, documentation, and service while adhering to established standards and workflows.
•  Provide customer service support to clients in the areas of billing and other plan administration issues.
•  Prepare and analyze quotes, rates and renewals for property and casualty insurance policies.
•  Assist in the development and assembly of materials that enhance client’s understanding of their insurance coverages.
•  Issue individual insurance certificates a s requested by clients.
•  Update/renew insurance certificate templates & issue renewal certificate batches.
•  Issue auto id cards on individual basis.
•  Issue renewal auto cards/batches.
•  Sort renewal auto id cards and certificates as requested/needed by client.
•  Assist with miscellaneous service duties as time and capacity allows.
•  Other duties as assigned.

KEY COMPETENCIES:

•  Customer Focus: Demonstrates desire to create value for customers by delivering quality service that exceeds expectations.
•  Relationship Builder: Initiates and develops effective relationships, shows sincere interest in clients and their concerns.
•  Critical Thinker: Gathers relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues.
•  Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
•  Collaborator: Builds bridges with individuals; willingly pitches in, cooperates with others.
•  Exhibits Drive and Commitment: Identifies and understands what needs to be done and takes the initiative to see that the task is accomplished with a standard of excellence; demonstrates strong sense of urgency.
•  Adaptable/Flexible: Works constructively under pressure, responds resourcefully to change, remains calm and constructive.

Requirements

 EDUCATION and/or EXPERIENCE:

•  Exceptional Interpersonal and Communication Skills
•  Customer Service Focus
•  Planning/Organizing Skills
•  Problem Solving Skills
•  Comprehensive knowledge of Microsoft Word and Excel
•  High School Diploma
•  Previous Applied EPIC experience preferred
•  Bachelor’s Degree of Art or Science preferred

PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to move around; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, and ability to adjust focus. Ability to travel independently to clients; air travel may be required.WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.