Associate Account Analyst

Associate Account Analyst at Liberty Mutual Insurance

This is a hybrid position, requiring office presence twice a week if you reside within 50 miles of one of the following offices: Plano, TX; Boston, MA; Atlanta, GA; and Simsbury, CT. Please note this policy is subject to change.

This entry-level position within the Account Analyst job family focuses on acquiring a basic understanding of risk evaluation for new and renewal business. The Associate Account Analyst gathers, organizes, and enters information into pricing models, performing initial analysis of exposure, loss, and coverage for the underwriter.

Key Responsibilities

• Supports the underwriter and agent/broker with highly responsive service, managing workflow from clearance through policy issuance and file documentation.
• Coordinates service requests in a timely manner.
• Deconstructs submissions by identifying, gathering, and entering information into systems, pricing tools, and models; flagging referral triggers, and initiating/managing requests to internal service providers (e.g., rating).
• Gathers, analyzes, and ensures the accuracy of pricing and proposal information (rating and pricing tool output, proposal language, coverage forms and endorsements, financial and legal agreements and offer/disclosure/election forms) used by the underwriter to complete the coverage review, hazard analysis, pricing strategy, and proposal.
• Provides customer service to brokers and agents to facilitate the processing of business; answers questions, resolves problems on topics such as policy transactions, billing, and service needs.
• Executes post-sale account management workflow, including initiation of billing, policy issuance, acquisition of account agreements, and file documentation.
• Initiates pre-renewal communications via conditional/non-renewal notice draft when necessary.
• Supports the underwriter with mid-term account reviews/stewardship, ongoing service, service planning, and endorsements.

Qualifications

Capabilities include critical thinking/problem solving, decision making, customer focus, detail orientation, written/verbal communications, organization, adaptability, courtesy, dependability, and the ability to learn/apply new information quickly and accurately. Knowledge, skills, and capabilities are typically acquired through 2 or more years of related work experience. An Associate's or Bachelor's degree is preferred.

About Liberty Mutual Insurance

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

Benefits

We value your hard work, integrity, and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits

Key skills/competency

• Risk evaluation
• Data entry
• Pricing models
• Customer service
• Workflow management
• Problem-solving
• Communication skills
• Detail orientation
• Account management
• Underwriting support