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Personal Lines Analyst

LYNCHBURG, VA
 
Currently seeking a Personal Lines Analyst in the Lynchburg, VA area. This position serves as the primary point of contact for our clients once a policy is issued.  A successful Personal Lines Analyst is able to adapt to change and effectively prioritize competing deadlines.
 
Responsibilities of Personal Lines Analyst:

     

    • Instill trust with clients by displaying a professional and courteous demeanor at all times
    • Serve as a liaison for the client, Producer(s) and Underwriters
    • Educate clients on available products and coverages
    • Identify coverage gaps and opportunities for additional products and counsel clients on appropriate options
    • Conduct renewal reviews to identify remarket opportunities based on current rates and coverage needs
    • Contact client when a premium change occurs due to carrier changes
    • Maintain accounts in active status by collecting payment when account is in arrears
    • Create sense of urgency for client responses when renewal information is requested
    • Interact with clients via phone and/or written correspondence
    • Respond to all client requests received via email and/or mail in an efficient manner
    • Document all correspondence with clients and carriers in client management system
    • Maintain a current activity list in client management system

     
    Requirements of Personal Lines Analyst:

       

      • Property & Casualty license or the ability to obtain within 90 days
      • Earn and maintain required designations
      • Excellent customer service skills
      • Superior organizational skills
      • Outstanding relationship building skills both internally and externally
      • Ability to anticipate client needs
      • Basic knowledge of Microsoft Word and Excel
      • Prior insurance experience desired, but not required