Client Analyst

Client Analyst

Client data entry into agency management system for updated applications.

Use of Indio for renewal process and other processes.

Issue or oversee the issuance of certificates of insurance and the renewal process.

Issue evidence of property insurance, automobile ID cards, and order change requests.

Upload Insured's Policies into EPIC, Passport and arrange for mailing if applicable (requested by client).

Per Client Manager instructions, transmittal memos, request loss runs, order WC. claim status, and request experience modification worksheet.

Update proposal drafts where assistance is needed by CM.

Follow up on cancellation and reinstatement notices.

Update suspense and follow-up on Activities for second request if needed.

Attach e-mails to Epic.

Check and process endorsements and audits.

Invoice endorsements, audits, and other items as instructed.

Process routine mail as instructed.

Handle routine phone calls.

Back up telephones when Client Manager is unavailable.

Special projects, word processing and excel as instructed.

Policy pre-checking.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range : $55,000$65,000 USD

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following : Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life / AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.