6 дней назад
Client Analyst
57 000 - 60 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Analyst (Insurance Operations): Supporting client managers by maintaining insurance data, processing policy documentation, issuing certificates, and coordinating renewals with an accent on accurate policy administration, client records, and follow-up. Focus on processing endorsements and audits, preparing insurance evidence, managing agency systems, and handling routine client communications.
Location: Hybrid from the Pasadena office, United States
Salary: $57,000–$60,000 USD annually
Company
is an independent, expanding insurance company with a team-based ownership model and operations serving clients worldwide.
What you will do
- Enter and maintain client data in the agency management system.
- Support insurance renewals using Indio and process policy documentation in EPIC and Passport.
- Issue certificates of insurance, evidence of property insurance, automobile ID cards, and change requests.
- Process endorsements, audits, invoices, cancellations, reinstatements, and policy pre-checks.
- Request loss runs, workers’ compensation claim status, experience modification worksheets, and arrange policy mailing when requested.
- Handle routine correspondence, phone calls, email attachments, word processing, Excel work, and special projects.
Requirements
- Minimum 1 year of office or administrative experience and/or training.
- Ability to work in a hybrid arrangement from the Pasadena office.
- Excellent time management and organizational skills.
- Professional, collaborative, respectful, dependable, and self-motivated approach.
- Willingness to gain insurance knowledge.
- College degree preferred.
Culture & Benefits
- Team-based working environment with support systems and resources.
- Annual performance bonus and stock purchase opportunities.
- Medical, prescription, dental, vision, FSA, HSA, and life insurance plans.
- 401(k), paid time off, paid holidays, sabbatical, and disability coverage.
- Flexible work options, well-being stipend, and personal and professional development support.
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