Personal Lines Relationship Analyst

Description

Our Agency

• SeibertKeck Insurance Partners is on a mission to change the insurance buying experience. That starts by doing the right thing, every time. We protect the hard work of our middle market commercial, small business, and personal insurance clients, focusing on improving their risk profile and controlling cost. Behind every client stands 100 years of history and the hard-working people of SeibertKeck Insurance Partners.
• Recognized by Insurance Business America as a Top Insurance Employer and Top Insurance Workplace as voted on by industry peers and agency associates. We have been identified as one of the Top 100 independent insurance agencies by Insurance Journal and a top Northeast Ohio agency by Crain’s Cleveland Business.
• Our agency was founded in Akron, OH in 1910 and has grown to over 220 employees across 21 locations in Ohio, Florida, and Kentucky.
• Our competitive advantages include regional specialization, client education focusing on risk prevention not reaction, access to regional, national, and international insurance markets, boasting a reliable in-house claims service team.
• SeibertKeck Insurance Partners goes beyond premium by reducing costs through proprietary, specialized risk management and loss control processes, negotiating best rates through relationships across varied insurance markets, driving the claims process with reliable, around the clock service partners.

Job Summary

The Personal Lines Relationship Analyst assists in the daily processing of incoming and outgoing business to the department providing prompt efficient high-quality service. This role supports the activities of designated Personal Account Managers (AM) and Producers.

RESPONSIBILITIES:

• Process endorsements and change requests by reviewing them for accuracy; update required AMS screens; attach documents in ImageRight according to departmental procedures;
• Entering data in AMS-360 as assigned;
• Work on reports, utilizing report to gather e-mail addresses and communicate with client, data entry into AMS-360, etc.;
• Process non-downloaded renewals by reviewing them for accuracy, update required AMS screens; attach documents in ImageRight according to departmental procedures;
• Process cancellations according to departmental procedures;
• Prepare and process lost policy releases (LPRs) as requested by Relationship Advisor
• Provide proof of insurance, Evidence of Insurability, and ID Cards as requested by Relationship Advisor;
• Quality control/policy check in
• Take dealer/mortgagee/bank phone calls;
• Take client change request phone calls;
• Process or issue automobile identification cards (auto ID cards) as requested by the AM or the insured;
• Research billing questions from AM, Producer, insured or bank;
• Send out form letters as assigned;
• Process umbrella and good student questionnaires;
• Unless licensed, not permitted to discuss coverages;
• Notify Department Manager if unable to consistently meet department’s service standards.
• Carrier research projects as requested
• Reviewing Audits/compliance tasks for isolating offenders.

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment

without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, handicap, age or any

other characteristic protected by law.

Requirements

• High school diploma or GED;
• Proficient in AMS-360, ImageRight, Microsoft Office and use of the internet;
• Ability to adapt to changes and demonstrate adherence to Agency guidelines and procedures;
• Professional demeanor;
• Analytical and decision-making skills;
• Ability to demonstrate effective presentation skills through both verbal and written communication;
• Obtaining P&C licensure is encouraged within six (6) months of hire date.

Physical Demands

Required to stand; walk; sit; use hands to feel objects, tools or controls; reach with hands or arms; climb stairs; balance; stoop; kneel; crouch; talk and hear.

• Ability to lift and/or move up to 25 pounds;
• Vision abilities required to complete the job tasks including close vision; distance vision; color vision; peripheral vision; depth perception; and ability to adjust focus.

ADA Specifics

Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

Working Conditions

• Office setting;
• Moderate noise level;
• Exposure to outside weather conditions minimal if any.

PLEASE NOTE: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position and are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.