About this role
Provide strategic business analysis for Program Client Services, partnering with business units to understand strategy and processes and design system efficiencies. Perform underwriting-related operational review (submissions, quotes, endorsements) and handle financial reconciliation across premiums, claims, and reinsurance while supporting audit activities.
Key Responsibilities
- Review submissions from brokerage community/market
- Assist with quotes, submissions, policy issuance and endorsements workflow
- Monitor facultative and treaty reinsurance contracts and ensure settlements are accurate and timely
- Reconcile cash balances monthly and perform financial reconciliations across premiums, claims, and reinsurance
- Support claims administration activities and facilitate internal and external audits by coordinating documentation
Technical Overview
This role blends business analysis with operational insurance processing, including CRM-related solution work, end-to-end business process review, data integrity maintenance, and financial reconciliations for premiums, claims, and reinsurance. It also coordinates audit documentation and responses for internal and external audits.
Ideal Candidate
The ideal candidate is a Senior Program Client Services Analyst/Business Analyst who can perform strategic business analysis for Program Client Services and improve system efficiencies while maintaining data integrity. They are experienced reviewing submissions and underwriting guidelines, performing reinsurance and cash/premium/claims reconciliations, and supporting internal and external audits.
Must-Have Skills
Strategic business analysis servicesReview underwriting guidelines on submissions and escalate issues accordinglyReconcile cash balances monthlyMonitor facultative and treaty reinsurance contracts to ensure timely and accurate settlementsFinancial reconciliations across premiumsclaimsand reinsurance activityFile setup and maintenance of submissions receivedSupport claims administration activities including funding coordinationinvoice validationand financial reconciliationFacilitate internal and external audits by coordinating documentation and tracking requests
Required Skills
strategic business analysisprogram client servicesprogram servicesCRMdata integritylarge scale project managementprocess review end-to-endunderwriting guidelines reviewsubmissionsquotespolicy issuanceendorsements workflowbinders/slipsinvoicesfacultative reinsurance contractstreaty reinsurance contractscash balances monthly reconciliationpremiums recording collecting and settlingclaims administrationfunding coordinationinvoice validationfinancial reconciliationinternal and external audits
Hard Skills
Strategic business analysisProgram Client ServicesBusiness process review end-to-endDesign system efficienciesData integrity within the systemCRMLarge scale project managementLeading project teamsReviewing submissions from brokerage community/marketQuotesSubmissionsPolicy issuanceEndorsements workflowUnderwriting guidelines reviewBinder/slipsInvoicesFacultative reinsurance contractsTreaty reinsurance contractsReconciliation of cash balances monthlyPremiums recordingcollecting and settlingSubmissions file setup and maintenanceClaims administrationFunding coordinationInvoice validationFinancial reconciliation across premiumsclaimsand reinsuranceInternal and external audits facilitationDocumentation tracking for audits
Soft Skills
Cross-functional collaborationStakeholder managementAnalytical thinkingAttention to detailCommunication with internal and external stakeholdersProcess improvement mindsetAbility to coordinate documentation and requests for audits
Keywords for Your Resume
Sr. Program Client Services AnalystSenior Client Service Business AnalystProgram Client ServicesProgram ServicesProgram Analyst-Accounting/Financestrategic business analysissystem efficienciesdata integrityCRMlarge scale project managementleading project teamsbrokerage community/marketsubmissionsquotespolicy issuanceendorsements workflowunderwriting guidelinesescalate issuesbinders/slipsinvoicesfacultative reinsurance contractstreaty reinsurance contractscash balances monthly reconciliationpremiums recordedclaims administrationfunding coordinationinvoice validationfinancial reconciliationinternal and external auditsdocumentation trackingreconcile cash balances monthly
Deal Breakers
Experience performing cash reconciliation monthly, Experience with underwriting guidelines review and escalation, Experience monitoring facultative and treaty reinsurance contracts, Experience supporting claims administration activities including funding coordination and invoice validation
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