Account Analyst
Conner Strong & Buckelew
Camden, NJ
Finance / Banking / Insurance, Accounting / Auditing
Job Summary
Responsible for daily servicing and maintaining of commercial lines customers including rating and marketing; obtaining quotations and assisting in the preparation of Submissions, Proposals and Binders. Provide prompt, accurate and courteous service to Customers, Sales Representatives and Insurance Companies regarding those accounts and other duties, as directed.
Principal Responsibilities
- Reviews and processes Policies, Audits, and Policy changes.
- Makes recommendations for coverage additions or changes when appropriate.
- Interacts with Carriers and internal/external Customers to ensure delivery of exceptional customer service.
- Participates in the process of, and preparing of Renewal Submissions for Marketing including Application(s), necessary Exhibit(s), Narrative(s), collection of Loss Runs and answers to Underwriting Questions.
- Participates in account reconciliation for receivables management.
- Submits Applications to Carriers and follows up to ensure timely receipt of Quotations and Policies.
- Provides technical support including, but not limited to, completing Applications, Renewal Proposals, Binders, Audits, Coverage Summaries, Endorsements, Cancellations and Certificates of Insurance.
- At the direction of the Account Executive, respond to and process incoming Client, Carrier and mail requests.
- Prepares Policy Binders.
- Responsible for all invoicing.
- Responsible for initial Policy Checklisting procedures.
- Maintains Client files that conform to company standards.
- Maintains workflows, tasks and incoming mail in Document Management System – WorkSmart.
- Ensures accuracy of account data and input into the agency management system – Sagitta.
- Adheres to company policies, procedures and guidelines.
- Other duties, as assigned.
- College degree preferred.
- Exceptional organization and Client Service Skills.
- Excellent interpersonal, analytical, written, and verbal communication skills.
- Self starter, flexible, able to multi-task and handle responsibilities with minimal supervision.
- Proficiency required in Microsoft products; Word, Excel and PowerPoint required.
- Knowledge of Document Management and Agency Management Systems preferred.
- Authorized to work in the United States on a full-time basis without Company sponsorship.
Property and Casualty Producer License
ARM, CRIS, CPCU and other specialized designations as appropriate
Working Conditions
Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices and client work sites as needed.
Compensation
Salary for this position ranges from $62,000.00 - $75,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, and PTO.
Must be authorized to work in the United States on a full-time basis without Company sponsorship.
Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.
About the company
Company website•Insurance
As one of America’s largest and most admired insurance brokerage and consulting firms, our mission is to provide innovative solutions to businesses facing complex risks and challenges—helping them prevent losses, manage claims, support employees, and drive growth.
An autonomously operated member of insurance brokerage holding company, BroadStreet Partners, Conner Strong & Buckelew is a private firm with roots dating back to 1959. Collectively with BroadStreet we are among the top 13 brokerages in the United States.
Guided by our core values, we achieve excellence by:
• Advancing expertise through a culture of learning
• Delivering unparalleled service to clients, each other, and our community
• Fostering collaboration for exceptional results
We serve clients throughout the U.S. and abroad across a wide range of businesses, including high-risk industries. Our specialty practices include Aviation, Construction, Construction Wrap-ups, Education, Healthcare & Social Services, Hospitality & Gaming, Life Sciences, Manufacturing, Professional & Financial Services, Public Entity, Real Estate, Technology and more.
Conner Strong & Buckelew’s commitment to delivering world-class customer service has led to a Net Promoter Score (NPS) of 92 — more than triple the insurance industry average. NPS is a global standard for measuring customer satisfaction and loyalty.
We are also widely recognized as a passionate community contributor, volunteering thousands of hours and donating to hundreds of organizations every year. We strive to improve youth education, fund disease research, support arts and culture and lend a hand to those in need.