Prepares documents for presenting risks to market.
Prepares applications, summaries of insurance, and other coverage related documents.
Assists client service teams in the preparation of presentation materials.
Analyzes and summarizes complex data and compiles reports without supervision.
Records data into appropriate insurance company and firm software programs.
Processes complex audits and complete audit worksheets.
Reviews contract requirements for complex cert requests.
Reviews quotes in depth.
Quotes flood and builder's risks policies as requested by an Account Manager.
Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
Handles the renewing of bonds and flood policies.
Identifies and follows up on binding subjectivities.
Trains and mentors other Analysts.
Completes special projects as assigned.
Looks for opportunities to improve the firm, business segment, and processes.
Brings issues and discrepancies to the attention of appropriate leadership.
Requirements
2 years’ experience in the insurance industry required
3+ years’ experience in the insurance industry preferred
Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required