
Account Analyst - Personal Lines Insurance Admin
- Hyderabad, Telangana
- Permanent
- Full-time
- Provide technical support to internal clients as it relates to placing and servicing of Personal Insurance coverage.
- Process policy changes, issue insurance documents and certificates and other service requests.
- Support quoting efforts by leveraging our comparative rater, Epic Quotes.
- Organizing, scanning and electronically filing required insurance policy documents.
- Assist the support team with policy audits, uploading or downloading information from carrier sites and helping with retention efforts.
- Complete administrative tasks as directed including, but not limited to, responding to e-mails, electronic filing, sorting and distributing mail electronically, responding to carrier communications, preparing reporting for use by management and others on the team, and assisting the finance and accounting team with tasks that may be assigned.
- Four-year college degree or demonstrated equivalent experience as determined by department management.
- Property & Casualty Insurance License
- Property and Casualty insurance experience is preferred, but not required
- Candidates are preferred to have an insurance license or be able to sit for and pass state licensing exams for both Property and Casualty.
- Individuals must be highly organized and exceptional at following-up on assigned tasks
- Focused on learning and personal growth.
- Become acquainted with, and a robust user of, the Agency Management System. This will include attending both live and recorded training sessions as well as independent study and 1-1 training via Zoom or MS Teams.
- Familiarity with Sales Force, Applied Epic, Canopy Connect, a plus.
- Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
- A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources.
- Excellent writing and communication skills.