Job Summary
The Account Analyst is responsible for handling client inquiries, facilitating the processing of insurance policies, and providing support during renewals and financial reports. This role includes maintaining precise records, conducting data entry tasks, and researching industry trends to assist senior team members effectively.
Responsibilities
- Manage client inquiries and provide appropriate responses.
- Process insurance policies and manage renewals efficiently.
- Assist with financial reporting tasks.
- Ensure accurate record-keeping and perform data entry.
- Research and stay updated on industry trends to support senior staff.
Qualifications
- Bachelor’s degree in Business Administration or equivalent work experience.
- Up to three years of experience in client services.
- Proficiency in Microsoft Office applications.
- Experience with generative AI tools is highly desirable.
- Strong communication and organizational skills are essential.
