Insurance Account Analyst
Sovereign Insurance Group is a leader in the nonprofit, commercial property and casualty marketplace, seeking an Insurance Account Analyst. The role focuses on servicing clients, particularly in managing policy changes and endorsements, ensuring a seamless experience throughout the process.
Responsibilities
- Review and process endorsement requests such as coverage modifications, additional insureds, or changes in property details for accuracy and completeness to ensure timely updates to policy documents
- Distribute communications to clients and service team members to gather necessary information and clarify endorsement details
- Maintain detailed records of all change requests, including all customer and carrier correspondence
- Carefully review updated policy documents to guarantee changes were processed correctly, identifying and rectifying any discrepancies as needed
- Negotiate with underwriters to manage conflicts related to endorsement issuance
- Proactively communicate with clients and carriers to ensure all parties are aware of change statuses and next steps
- Perform other duties as assigned or required
Skills
- Bachelor's degree in a business-related program or equivalent experience in the insurance industry
- A valid resident Property & Casualty insurance license is required; or the ability to obtain and maintain a valid state insurance license (agency may assist)
- Ability to compile and analyze policy information
- Proficiency in the use of Microsoft Office Suite
- Knowledge of, or the ability to learn, AMS360 and ImageRight
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Excellent time management skills with proven ability to meet deadlines
- A passion for developing industry knowledge
- Experience working in insurance or related field preferred
Benefits
- Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- A casual office environment with a dedicated and professional team.
- Hybrid opportunities in Tampa, FL and Berwyn, PA.
- Remote opportunities in DE, FL, LA, NJ, PA, SC, TX
Company Overview