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Risk Analyst

CINCINNATI-45219, OH, US
09/22/2018

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Required Skills

Microsoft Word

Company

Infinity Consulting Solutions, Inc

Experience

3 to 5 Year(s)

Job Description

The Risk Analyst's primary function is to support activities related to the delivery of exceptional client service.

This includes working directly with clients on requests involving insurance coverage, service, renewal, new business, or claim issues; working with the Senior Risk Consultants (SRC) or Team Leaders on information or analysis used to educate/make recommendations to clients.

Role Priorities

• Deliver exceptional, value-added service and consultation to clients, while developing and maintaining strong relationships/partnerships with clients;

• Support Team Leader, Senior Risk Consultant, or Consultant in team initiatives;

• Work with carriers on the collection of quotations for renewal/new business;

• Plan, organize, and assist in the preparation of materials for clients.

Responsibilities

• Provide administrative support to the Team Leader, Senior Risk Consultant (SRC), or Consultant for daily client servicing and maintenance. This includes preparing applications, certificates of insurance, endorsements, and schedules of insurance; invoicing; file set-up and maintenance; policy change requests, client and insurance carrier correspondence; and policy checklist completion per the professional standards manual;

• Actively participate in the renewal process by obtaining renewal information (at the direction of the Team Leader, Senior Risk Consultant (SRC), or Consultant), which includes assisting in the preparation of submissions, market applications, and loss information; follow-up with insurance carriers on status of quotations; prepare proposals with an attention to detail; directly place specific lines of coverage;

• Independently and proactively prioritize service functions in a timely and efficient manner;

• Use Applied EPIC system for all tasks concerning client placement, documentation, and service while adhering to established standards and workflows.

• Provide customer service support to clients in the areas of claim resolution, billing and other plan administration issues;

• Prepare and analyze quotes, rates and renewals for property and casualty insurance policies;

•Assist in the development and assembly of materials that enhance client's understanding of their insurance coverages.

• Other duties as assigned.

Key Competencies

• Customer Focus: Demonstrates desire to create value for customers by delivering quality service that exceeds expectations.

• Relationship Builder: Initiates and develops effective relationships, shows sincere interest in clients and their concerns.

• Critical Thinker: Gathers relevant information to diagnose problems and identify causes, uses quantitative information to help analyze issues.

• Implementation/Execution Facilitator: Plan ahead and organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.

• Collaborator: Builds bridges with individuals; willingly pitches in, cooperates with others.

• Exhibits Drive and Commitment: Identifies and understands what needs to be done and takes the initiative to see that the task is accomplished with a standard of excellence; demonstrates strong sense of urgency.

• Adaptable/Flexible: Works constructively under pressure, responds resourcefully to change, remains calm and constructive.

Role Essentials

• Exceptional Interpersonal and Communication Skills

• Customer Service Focus

• Planning/Organizing Skills

• Problem Solving Skills

• Comprehensive knowledge of Microsoft Word and Excel

• High School Diploma

• 3-5 years of experience in the property and casualty insurance industry

Role Desirables

• Previous Applied EPIC experience

• Bachelor's Degree of Art or Science