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Account Analyst

Company: BRP Group, Inc.
Location: League City
Posted on: May 3, 2021

Job Description:

Position Summary:

The Account Analyst works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals.

Principal Responsibilities:

* Prepares documents for presenting risks to market. * Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. * Prepares and updates draft renewal proposals. * Assists client service teams in the preparation of presentation materials. * Analyzes and summarizes complex data and compiles reports with supervision. * Records data into appropriate insurance company and firm software programs. * Runs cancellation and expiration reports. * Processes and completes endorsements and audits. * Processes Notices of Cancellations. * Requests Loss Runs. * Quotes flood and builder's risks policies as requested by an Account Manager. * Handles the renewing of bonds and flood policies. * Completes special projects as assigned. * Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Education, Experience, Skills and Abilities Requirements:

* Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses within the first 90 days of employment. * 1 to 2 + years' experience in the insurance industry preferred. * Strong analytical, research and problem-solving skills. * High attention to detail. * Strong verbal and written communications skills. * Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software systems. * Ability to multi-task and work effectively in a fast-paced team environment. * Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture.

Keywords: BRP Group, Inc., League City , Account Analyst, Other , League City, Texas

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