Account Analyst

Account Analyst

POSITION SUMMARY
Location: New York, NY
Reports to: SVP & Director of Account Services

The Account Analyst will have responsibility for all aspects of reinsurance accounting and claims processing for
assigned clients. They will be responsible for contract set up in the Pivot Point System and processing all reinsurance
accounting and claims transactions, including both excess of loss and pro rata business. The position will also be
responsible for statistical and claims support for the broking team and the technical Claims Department.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
 Serve as day-to-day point of contact for the client on Operational, Accounting, and Claims matters

 Program setup in the Pivot Point System to ensure compliance with reinsurance contract terms

 Confirm and bill Deposit Premiums, Premium Adjustments, and Profit Commission calculations

 Monitor and service periodic Pro Rata Treaty Accounts

 Along with the Fiduciary Accounting team, coordinate cash collections and track cash receipt and
disbursements of multi underwriting year Pro Rata Treaty Accounts

 Review and process all claims notices and billings within established timelines

 Collaborate with the Claims Technical Manager on specific client claims issues

 Pursue collection of all outstanding Premium and Claim balances

 Work with Clients and L.O.C. Committee on year-end Collateral Funding requirements

 Preparation of Experience Reports and other statistical reports as requested

 Special Projects as requested, including working with various internal department committees

EDUCATION AND EXPERIENCE
 5 to 10 years of relevant (re)insurance experience

 Bachelor’s degree in Business or Accounting Preferred but not necessary

 Proficient in PC applications including Outlook, Excel, Word, PowerPoint, and Microsoft Office. Power BI
experience a plus

 Use of an on-line broker or reinsurance accounting system a plus

KNOWLEDGE, SKILLS, AND ABILITIES
 Demonstrates initiative, a strong work ethic, and sense of urgency

 Ability to work independently

 Exceptional interpersonal, teamwork skills and the ability to interact effectively with all levels of the
organization.

 Projects a strong value system (e.g. integrity, trustworthiness, respect)

 Ability to establish and maintain enduring professional relationships with colleagues, clients and reinsurers

 Demonstrates effective verbal and written communication, presentation, and listening skills.

 Must be very detail-oriented and possess excellent organizational skills. Attention to detail is a must!

 Ability to maintain confidentiality with client data

 Ability to multi-task and manage various projects simultaneously