Job Summary

Assists Account Manager, Account Executives, Producers, Brokers in servicing designated group of clients or book of business as it relates to marketing, claims, administration, and sales. Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts. Under direction of more senior staff, provides administrative support to an assigned group of clients. Resolves customer service inquiries that require research and interactions with carriers or agents. Generally requires assistance when resolving more complex problems. Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients. Responds to client questions and maintains a log of conversations. Markets new and renewal accounts according to company procedures. Evaluates all proposals to include in spreadsheets. Prepares renewals and client information presentations and assists in preparing RFP responses. May provide guidance and direction to Customer Service Reps or administrative support.

Responsibilities

- Assists Account Manager, Account Executives, Producers, Brokers in servicing designated group of clients or book of business as it relates to marketing, claims, administration, and sales.




- Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts.
- Under direction of more senior staff, provides administrative support to an assigned group of clients.
- Resolves customer service inquiries that require research and interactions with carriers or agents.
- Generally requires assistance when resolving more complex problems.
- Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients.
- Responds to client questions and maintains a log of conversations.
- Markets recent and renewal accounts according to company procedures.
- Evaluates all proposals to include in spreadsheets.
- Prepares renewals and client information presentations and assists in preparing RFP responses.
- May provide guidance and direction to Customer Service Reps or administrative support.

Qualifications

- High School Diploma/GED and 1+ years of related experience.
- Preferred: Appropriate license.

Skills & Competencies

- Understanding of the insurance brokerage business and customer service processes/tasks.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Analyst - Client Services (Mumbai)
🏢 Artex Risk Solutions
📍 Mumbai