Commercial Insurance Analyst

Join to apply for the Commercial Insurance Analyst role at Starkweather & Shepley Insurance Brokerage Inc.

This role serves as Quality Control support in our Commercial Lines Department. The individual will handle the processing of routine to complex transactions related to commercial lines insurance.

Position Summary : This role is designed to work with the CL Account Manager and CL Account Executive, focusing on review and follow-up of tasks for accuracy and completeness. It is primarily inward facing and adheres to our Corporate Standards of Excellence and procedural guidelines outlined in our Professional Procedure Manual.

Essential Job Functions :

• Review and process new business and renewal policy checking, endorsements, audits, and invoicing.
• Communicate with Account Managers or Executives regarding account concerns, renewal or audit increases, errors, etc.
• Coordinate with carriers / underwriters for policy corrections.
• Issue standard letters for policies, endorsements, or audits sent to clients, and handle document delivery.
• Maintain client files and document interactions in Sagitta & ImageRight.
• Attend mandatory training and perform other duties as assigned.

Requirements :

Additional Details :

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