Analyst - Service and Delivery

This position assists with coordinating the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical

This position will report to the SVP, Sr. Account Executive and Team Lead. This position is an hourly, non-exempt and full-time position with the option to work from any of Newfront's office locations. Will be considered hybrid if living within 25 miles of a Newfront office location. 

The Role

●    Prepare and review client communications and deliverables.
●    Manage certificate of insurance process, if necessary.
●    Prepare, review, and distribute policies, endorsements and invoices.
●    Monitor and resolve billing discrepancies and perform reconciliations.
●    Execute consistent and accurate data and information entry and maintenance in various systems including proprietary Agency Management System and SharePoint.
●    Execute consistent and accurate database and document management processes and workflows.
●    Coordinate and own the renewal process workflow for successful, timely execution.
●    Assist in the preparation and distribution of client deliverables.
●    Perform other duties and special projects as assigned.
 

●    Minimum of 1 year of brokerage experience
●    Minimum of 2 years in a comparable and/or relevant work environment.
●    Solid communication skills: writing and presentation preparation.
●    Excellent telephone and email etiquette for a customer service environment.
●    Intermediate knowledge and use of standard features Microsoft Office. 
●    Ability to be resourceful, take initiative, and work to solve problems.
●    Works well with others in a fast paced environment and is responsive to co-workers and colleagues.  Must also work independently.
●    Adaptability and flexibility to respond to client and team needs.
●    Strong time management skills.
●    Ability to learn and adopt technology systems and software applications.
●    Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
●    Ability to review internal/external deliverables to ensure accuracy.
●    Project maintenance skills.

Preferred Knowledge, Skills and Abilities:
●    Management Liability experience is preferred.

Required Certificates, Licenses, Registration:
●    Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).

Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation 

The base salary compensation range being offered for this role is $23.17 - $49.62 per hour.

This role is also eligible for an annual short-term incentive bonus.

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.  

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified

Company Benefits 

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off  (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
 

EOE, including disability/vets