Analyst - Insurance Admin

Responsibilities:
Under the supervision of the account executive, account manager, or direct supervisor, the analyst will:
Review certificates of insurance, policies, endorsements, and related insurance documentation to verify compliance with contractual insurance requirements.
Identify compliance deficiencies and communicate required corrections to appropriate stakeholders.
Follow up on outstanding and non-compliant items to ensure timely resolution and compliance.
Document compliant and non-compliant statuses within agency management systems and maintain accurate audit trails.
Interpret contractual insurance requirements and compare them to provided insurance documentation.
Research and respond to questions regarding insurance requirements and compliance standards.
Collaborate with internal service teams to troubleshoot compliance issues and develop practical solutions.
Maintain detailed notes and supporting documentation for all compliance reviews and communications.
Manage high volumes of compliance reviews while meeting established service standards and deadlines.
Assist with system clean-up initiatives, data validation projects, and ongoing process improvement efforts.
Identify trends, recurring issues, and opportunities to improve compliance workflows and reporting.
Support account managers and account executives with needs related to compliance and insurance documentation.
Escalate complex contractual, coverage, or compliance issues to appropriate leadership as needed.
Prepare compliance reports and status updates for stakeholders.
Perform special projects and other duties as assigned.
Requirements:
1-4 years of experience in insurance operations, compliance, risk management, certificate management, contract administration, or related fields preferred.
Previous experience reviewing certificates of insurance, insurance policies, or contractual insurance requirements is preferred.
Property and casualty insurance knowledge preferred.
Experience managing high-volume administrative or compliance-related workloads.
Experience working in a customer service or collaborative team environment.
Education and/or Training:
Associate or bachelor's degree preferred, or equivalent work experience.
Insurance industry coursework, contract review experience, or compliance-related training preferred.
Proficient in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
Ability to learn and effectively utilize agency management systems and compliance tracking platforms.
Planning/Organizing/Managerial Knowledge:
Exceptional attention to detail and commitment to accuracy.
Strong organizational skills with the ability to manage multiple priorities simultaneously.
Effective time management skills and ability to consistently meet deadlines.
Demonstrates critical thinking and sound judgment when reviewing complex documentation.
Ability to analyze contractual language and identify compliance requirements.
Comfortable asking questions and seeking clarification when needed.
Ability to work independently while recognizing when escalation or assistance is required.
Demonstrates flexibility and adaptability in a fast-paced environment.
Maintains professionalism when handling challenging situations and competing priorities.
Continuously seeks opportunities to improve processes and efficiencies.
Ability to problem-solve and develop practical solutions to compliance-related issues.
Communicating and Influencing Skills:
Strong written and verbal communication skills.
Ability to communicate compliance deficiencies professionally and clearly.
Effectively gathers, analyzes, and applies information to provide accurate responses.
Builds positive working relationships.
Demonstrates excellent follow-up skills.
Ability to explain insurance terminology and contractual requirements in a clear, understandable manner.
Works collaboratively across departments to achieve compliance objectives.
Maintains consistency, integrity, and accountability in all interactions.
Responds effectively to non-standard requests by researching and coordinating appropriate solutions.

Experience
1-5 yrs