Account Analyst Business Insurance Department

The Account Analyst supports the account management team with various administrative service functions in the Personal Insurance, Business Insurance, or Employee Benefits Departments


Essential Functions

Process all incoming mail for assigned team

Process notices of cancellations, non-renewals, and reinstatements notices. Communicate issues to the account management team (or Account Executive on new business)

Review for accuracy and process applications, binders, endorsements, renewals, new business policies, census/enrollment requests, and certificates of insurance (applicable by department)

Handle billing questions, auto ID cards, verification of insurance phone call requests from customers and mortgage/title/closing agents, certificates of insurance, census, and department specific administrative processes.

Prepare premium quotations on new business, renewal business, and any policy changes on existing policies for the account management team

Assist team with the preparation of applications and supporting documents

Understand all carrier online capabilities for billing and processing as necessary to complete your work processes

Communicate with account management team and Director to provide regular input on all account activity, and workload

Be familiar with, and adhere to the department’s procedure manual for the processing of your work processes

Follow all systems, procedures and regulations set forth by both the agency and the insurance companies

Continue to update job knowledge by participating in educational opportunities


  • Strong data entry skills
  • Technical capacity with proficiency in Microsoft Office software programs
  • Good communication skills
  • Good organizational and time management skills
  • Customer focused
  • Willingness to take direction from team members
  • Detail oriented

Preferred Education and Experience

  • 2 years of insurance experience or undergraduate degree
  • Currently pursuing an insurance education designation

Position Type

This is a full-time position.  In office preferred.  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.