Назад
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6 дней назад

Client Analyst

57 000 - 60 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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