Commercial Operations Analyst
Baltimore, USA
Job description
Job Purpose: To assist ACMAs and Broker Managers in servicing and operational management of portfolio.
- Ensure operational support for the Distribution Teams
- Ensure high quality & reliability of solutions and services to ensure profitable growth and portfolio retention
Key Responsbilities:
- Proactively support acquisition of new business, retention of existing business.
- Assists Distribution teams in servicing of assigned accounts and managing the LBU inbox.
- Assist Distribution teams with Know Your Customer review by procuring necessary reports and documentation for assessment.
- At acquisition of the client, performing data quality checks on internal forms prior to processing, coordinating workflow to secure timely execution and data quality issues.
- Assist Distribution teams with all required items related to the preparation and file management of renewals.
- Support the preparation and distribution of heads up communication to alert customers and brokers of upcoming credit limit actions.
- Troubleshooting of items related to Midas Heads Up tool
- Facilitation of Compass system development including: Incident ticket creation/management, attendance with Group function during technical meetings and communication regarding incidents and expected deliveries
- Process requests to proper recipients; interacting with other core functions (i.e. Risk, PA)
- Other customer service tasks and ad hoc projects as needed/assigned
Key Experience:
- Competent knowledge of the credit insurance industry, products and regulations
- Competent knowledge of regional operational specifics
- Competent ability to achieve challenging goals through organization and personal drive
- Competent ability to communicate well via all mediums (eg. email, phone) and at all levels of an organization within a multicultural setting
- Competent knowledge of basic IT systems (eg. MS Word, Excel, PowerPoint) and ability to learn new systems
- Ability to manage different priorities/projects under tight deadline.
Key Skills:
- Ability to handle large amount of requests from internal stakeholders on various topics
- Communication across all core functions
- Increase sales/underwriter efficiency, decrease administrative workload for Commercial Underwriting staff, follow-up on specific tasks and initiatives
- Nice to have: Advanced knowledge of MS Excel, including formulas and pivot tables.
- Advanced ability of analyzing large amount of unorganized data, and presenting data in an organized fashion
Key Requirements:
- Associates degreee in business, economics, finance or other related discipline or equivalent work experience
- 1-2 years of experience
- Looking for candidates that possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and intergrating AI into everyday business processes.