B.F. Saul Company

  • Insurance Analyst - Personal Lines

    Bethesda, MD
    Job Category
  • Overview

    The Insurance Analyst is responsible for conducting client research, supporting the pre and post-renewal process, and preparing client deliverables for private client/personal lines (i.e., homeowners, auto, valuable articles) for successful families.

    Duties & Responsibilities

    Duties will include, but are not limited to the following:

    • Support Account Executives, Account Managers and Producers:
      • Invoice programs
      • Set up Premium financing and assist with premium payment follow-ups
      • Issue certificates of insurance
      • Order Loss runs and prepare premium and loss summaries
      • Prepare claims reporting manuals
      • Complete Surplus Lines filing
      • Assistance with follow up tasks for account managers and account executives
      • Process FR-19 requests
      • Assist with scheduling planning and coordinating needs for appointments, meetings, various events
      • Assist with office operations; including setup for onsite meetings, webinars and luncheons
      • Assist with office supply ordering and organization
      • Process incoming and outgoing mail, FedEx packages
    • Utilize system capability (AMS/Vertafore) and properly to maintain complete and accurate client and policy data and documents
    • Assist Producers in the preparation of prospect/client deliverables with desktop publishing resources
    • Assist in business and industry research for a prospect
    • Assist in the preparation, and/or review of presentations, reports, client documents etc.
    • Participate in renewal strategy meetings with Account Executives and/or Producers
    • Assist in the evaluation of insurer quotes and coverage analysis
    • Participate in underwriter discussions with account team
    • Maintain privileged and confidential information


    Qualifications & Skills


    • Work really hard – let’s not confuse effort with results
    • Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
    • Be growth oriented – want to be part of a growing business
    • Impact the business – deliver unexpected client results; take personal accountability
    • Intellectual curiosity – willingness to learn
    • Initiative – find practical solutions for our clients
    • Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement
    • Operates with uncertainty – open to new experiences as a means of self-improvement
    • Teamwork – work well with others, proactively share information with colleagues
    • Professional manner – high standard of performance and integrity
    • Think strategically – make thoughtful decisions
    • Communication – listens well; concise and articulate in speech and writing




    • 1+ year(s) of relevant insurance industry experience
    • Bachelor’s Degree is required
    • Appropriate state licensing required at time of hire or achieved within 90 days of hire date
    • Insurance industry designations are preferred
    • Intermediate level of experience with Excel and PowerPoint


    Equal Opportunity Employer/Veterans/Disabled


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