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Account Analyst - Personal Lines Insurance Admin [T500-21644]
Account Analyst - Personal Lines Insurance Admin [T500-21644]H.E. Services India • Delhi, IN
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Account Analyst - Personal Lines Insurance Admin [T500-21644]

Account Analyst - Personal Lines Insurance Admin [T500-21644]

H.E. Services India • Delhi, IN
20 hours ago
Job description

About H.E. Services :

At H.E. Services vibrant tech center in Hyderabad, you’ll have the opportunity to contribute to technology innovation for Holman Automotive, a leading American fleet management and automotive services company. Our goal is to continue investing in people, processes, and facilities to ensure expansion in a way that allows us to support our customers and develop new tech solutions.

Holman has come a long way during its first 100 years in business. The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Join us and be part of a team that's transforming the way Holman operates, creating a more efficient, data-driven, and customer-centric future.

Roles & Responsibilities :

  • Provide technical support to internal clients as it relates to placing and servicing of Personal Insurance coverage.
  • Process policy changes, issue insurance documents and certificates and other service requests.
  • Support quoting efforts by leveraging our comparative rater, Epic Quotes.
  • Organizing, scanning and electronically filing required insurance policy documents.
  • Assist the support team with policy audits, uploading or downloading information from carrier sites and helping with retention efforts.
  • Complete administrative tasks as directed including, but not limited to, responding to e-mails, electronic filing, sorting and distributing mail electronically, responding to carrier communications, preparing reporting for use by management and others on the team, and assisting the finance and accounting team with tasks that may be assigned.

Education and / or Training :

  • Four-year college degree or demonstrated equivalent experience as determined by department management.
  • Property & Casualty Insurance License
  • Relevant Work Experience :

  • Property and Casualty insurance experience is preferred, but not required
  • Planning / Organizing / Managerial Knowledge :

  • Candidates are preferred to have an insurance license or be able to sit for and pass state licensing exams for both Property and Casualty.
  • Individuals must be highly organized and exceptional at following-up on assigned tasks
  • Focused on learning and personal growth.
  • Become acquainted with, and a robust user of, the Agency Management System. This will include attending both live and recorded training sessions as well as independent study and 1-1 training via Zoom or MS Teams.
  • Familiarity with Sales Force, Applied Epic, Canopy Connect, a plus.
  • Communicating & Influencing Skills :

  • Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
  • A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources.
  • Excellent writing and communication skills.
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    Insurance Analyst • Delhi, IN

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