Indaco Risk Advisors · 5 days ago
Commercial Lines Account Analyst
Indaco Risk Advisors is a well-established independent insurance brokerage firm that provides customized insurance solutions to businesses and individuals. The Commercial Lines Account Analyst supports the Commercial Lines department in servicing and maintaining client accounts, assisting with policy administration, renewal processes, and client communication.
Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Assist Account Managers & Producers in the servicing of commercial lines accounts
Prepare and process new and renewal policy documents accurately and efficiently
Review policy documents for accuracy and completeness
Assist in preparing proposals, quotes, and presentations for clients
Communicate with clients to gather necessary information and answer inquiries
Process endorsements and policy changes as requested by clients
Assist in resolving client billing and payment inquiries
Maintain accurate and up-to-date client files and documentation
Assist in monitoring and managing policy expirations and renewals
Collaborate with internal departments to ensure client needs are met effectively
Stay informed about industry trends, regulations, and best practices
Perform other duties and special projects as assigned
Qualification
Required
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite
Detail-oriented with strong organizational skills
Ability to multitask and prioritize in a fast-paced environment
Demonstrated ability to work effectively in a team environment
Preferred
A bachelor's degree in business administration, risk management, insurance, or a related field is preferred
Insurance licenses or certifications (e.g., CISR, AINS) are a plus
Knowledge of agency management systems (e.g., AMS360) is preferred
Benefits
Health, dental, and additional benefits.
Ongoing training and professional development opportunities.
A supportive and collaborative team environment.