BKS Partners: Account Analyst

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 bythe 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.

Special Working Conditions:Fast paced, multi-tasking environment.

Important Notice:This position description is intended to describe the level of work required of the person performing in the role and is not a contract.

The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.