Analyst - Insurance Admin

Job Inputs:
Under the supervision of 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.

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.

Relevant Work Experience:

• 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.

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 & 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.