JOB FUNCTION: Finance & Accounting
JOB TYPE: Direct Hire
COMPENSATION: $60k - $75k
POSTED: Jan 10, 2023

One of our clients, a top company in the insurance, risk management, employee benefits, and retirement services space, is looking for an Analyst to join their team!

Salary/Hourly Rate:

$60k – $75k

Position Overview:

The Analyst is an entry – level opening at the company. The Analyst will be assisting with client communications and overall analysis of client relationships.

Responsibilities of the Analyst:

  • Responding to clients’ inquiries, maintaining documentation of communications
  • Setting up accounts, collecting needed documentation, and reviewing plan details
  • Providing client service aligned with processes / protocols and the overall client engagement strategy
  • Gathering and compiling exposure information from the clients
  • Assisting with audits, quotes, binders, and endorsements and making requests for changes as needed
  • Following up on insurance policies and then updating and completing policy check to ensure completeness
  • Updating specifications, application, and summary information to reflect changes during the year
  • Informing clients of any and all changes that may affect insurance premiums or coverage
  • Creating and sending compliance communications as needed

Qualifications for the Analyst:

  • Microsoft Office (Excel) proficiency
  • Strong communication skills
  • Eagerness to learn

Education Requirements:

  • Bachelor’s degree in the business field is required


  • Medical, dental, and vision
  • 401(k)
  • Generous PTO
  • Paid parental leave and more
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.
Position ID: 117495