The Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients’ financial goals. In addition, he/she assists advisors with service needs and makes modifications to accounts as necessary.

Principal Responsibilities:

• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports under supervision.
• Records data into appropriate insurance company and firm software programs.
• Runs monthly cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Completes special projects as assigned.
• Looks for opportunities to improve the firm, business segment and processes.

Knowledge, Skills and Abilities Requirements:

• Current Florida 4-40 License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment.
• One to two years’ experience in the insurance industry.
• Basic understanding of insurance coverages, preferred.
• Strong analytical, research and problem-solving skills
• .High attention to detail.
• Strong verbal and written communications skills.
• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems.

Special Working Conditions:

Fast paced, multi-tasking environment.
Important Notice:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

Job Type: Full-time

Pay: $19.00 - $19.23 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 2 years

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• Destin, FL 92780: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Work Location: In person

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