BrokerLink

Business Analyst

• Act as a primary liaison, interpreter and facilitator among business stakeholders and the IT team
• Analyze company and user needs and document business requirements as the basis for systems specifications
• Collaborate on large projects and small improvements across business, financial and IT requirements
• Analyze business needs to support definition of optimal solutions
• Support the project manager in defining scope, delivering key artifacts and providing visibility to stakeholders
• Identify current state, impacted groups and changes needed to support desired outcomes
• Gather and document business requirements through stakeholder interviews, workshops and research
• Analyze complex data sources and provide actionable recommendations
• Document and evaluate business processes, systems and workflows to identify improvement areas
• Translate business needs into technical specifications and user stories
• Create BRDs, functional specifications and process flows
• Work with project managers, developers, QA testers and other team members throughout project lifecycles
• Assist with test plans, quality assurance activities and user acceptance testing
• Facilitate communication between business stakeholders and technical teams
• Participate in system design discussions and help define solutions
• Support implementation and post-deployment activities
• Identify business-process impacts for change management and help create guides and visual documentation
• Contribute to continuous improvement by identifying inefficiencies and recommending enhancements
• Ensure documentation and processes comply with company standards and policies
• Stay informed about relevant technologies and industry trends

Business Analyst II

Account Manager

• Provide customers with prompt service, advice, and assistance understanding insurance
• Discuss and address customer concerns
• Receive and process incoming Commercial paperwork
• Assist with customer quotes, write new business, review existing coverage, and update customer files
• Upsell and cross-sell insurance products
• Prepare documentation for insurers and complete applications for new clients
• Issue insurance certificates
• Process endorsements and invoices
• Follow up on payments
• Communicate with insurance companies
• Negotiate with underwriters on customers’ behalf
• Negotiate renewal terms
• Follow up with adjusters on claims status
• Source additional information requested by underwriters and complete applications

Account Manager I, CI

Insurance

• Sell new policies/write new business to existing or new clients and retain existing book of business
• Quote new business through outbound call initiatives, introductory letters, and walk-in clients
• Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
• Contact Underwriters and Adjusters to discuss guidelines and policies
• Prepare documentation for insurers, complete client applications, and issue insurance certificates
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process accounts receivable activities
• Provide guidance and assistance as requested

Insurance Sales Advisor

• Provide customers with prompt service and advice about commercial insurance
• Help customers understand insurance and discuss customer concerns
• Receive and process incoming commercial paperwork
• Assist with quotes, write new business, review existing coverage, and update customer files
• Prepare insurer documentation and complete applications for new clients
• Issue insurance certificates
• Process endorsements and invoices
• Follow up on payments
• Communicate with insurance companies
• Negotiate with underwriters on customers' behalf
• Negotiate renewal terms
• Follow up with adjusters on claims status
• Source additional information requested by underwriters
• Complete applications
• Contribute as a new member of the growing team

• Service existing book of business, primarily Farm, with opportunity to grow and expand
• Provide customers with prompt service and advice
• Help customers understand insurance and address customer concerns
• Review incoming commercial paperwork and provide processing instructions
• Assist with quotes, write new business, review existing coverage, and update customer files
• Prepare documentation for insurers
• Complete applications for new clients
• Issue insurance certificates
• Review endorsements and provide processing instructions
• Follow up on payments
• Communicate with insurance companies
• Negotiate with underwriters on customers’ behalf
• Negotiate renewal terms
• Follow up with adjusters on claims status
• Source additional information requested by underwriters and complete applications

Commercial Insurance Advisor

• Service ongoing client needs and advise on insurance matters
• Conduct needs assessments and recommend insurance solutions
• Answer inquiries, conduct care calls, and process renewals
• Sell new policies and write new business for existing or new clients
• Retain existing book of business
• Quote new business through outbound calls, introductory letters, and walk-in clients
• Contact underwriters and adjusters regarding guidelines and policies
• Prepare insurer documentation and complete client applications
• Issue insurance certificates, process changes, and review renewals
• Keep current on underwriting rules and workflow processes
• Participate in community marketing initiatives
• Process accounts receivable activities
• Provide guidance and assistance as requested

Business Analyst II

Account Manager I, CI

Insurance Sales Advisor

Account Manager I, CI

Commercial Insurance Advisor

Personal Insurance Advisor