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Liberty Mutual Insurance · 1 day ago

Associate Account Analyst

Plano, TX

Full-time

Hybrid

Entry Level

$46K/yr - $84K/yr

2+ years exp

Liberty Mutual Insurance is seeking an Associate Account Analyst to support their account management team. The role involves gathering and analyzing information for pricing models, providing customer service to brokers and agents, and assisting underwriters with various tasks related to policy issuance and account management.

FinanceFinancial ServicesInsurance

Responsibilities

Gathers, organizes and enters information into pricing models; and performs the initial analysis of exposure, loss and coverage for the underwriter

Supports the underwriter and agent/broker with highly responsive service by managing the workflow from clearance through policy issuance and file documentation

Coordinates service requests in a timely manner

Deconstructs submissions by identifying, gathering and entering information into systems, pricing tools and models; flagging referral triggers, and initiating/managing requests to internal service providers (e.g., rating)

Gathers, analyzes and ensures the accuracy of pricing and proposal information (rating and pricing tool output, proposal language, coverage forms and endorsements, financial and legal agreements and offer/ disclosure /election forms) used by the underwriter to complete the coverage review, hazard analysis, pricing strategy and proposal

Provides customer service to brokers and agents to facilitate the processing of business; answers questions, resolves problems on topics such as policy transactions, billing, and service needs

Executes post-sale account management workflow, including initiation of billing, policy issuance, acquisition of account agreements and file documentation

Initiates pre-renewal communications via conditional/non-renewal notice draft when necessary

Supports the underwriter with mid-term account reviews / stewardship, ongoing service, service planning and endorsements

Qualification

Detail orientationCritical thinkingProblem solvingCustomer focusOrganizationDependabilityWritten communicationVerbal communicationAdaptability

Required

Capabilities include critical thinking/problem solving, decision making, customer focus, detail orientation, written/verbal communications, organization, adaptability, courtesy, dependability and ability to learn/apply new information quickly and accurately

Knowledge, skills and capabilities typically acquired through 2 or more years of related work experience