California Licensed Client Analyst

Job Summary

To support the Commercial Lines department, the full-time California Licensed Client Analyst will manage client data entry, oversee the issuance of insurance certificates, and assist with policy updates while working in a hybrid capacity from the Pasadena office.

Key Responsibilities

• Manage client data entry and oversee the renewal process using Indio
• Issue certificates of insurance and handle requests for policy changes and endorsements
• Assist Client Managers with proposal drafts, follow up on cancellations, and process routine mail and phone calls

Required Qualifications

• Preferred college degree
• Minimum of 1 year of office or administrative experience and/or training
• Ability to work collaboratively in a team environment
• Dependable, self-motivated, and eager to gain insurance knowledge
• Excellent time management and organizational skills