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OhioMeansJobs|Cleveland-Cuyahoga County is sourcing Personal Insurance Analyst for a Insurance broker in Downtown Cleveland.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

[JOB PURPOSE]{.underline}

Responsible to utilize standard and advanced planning concepts to develop product designs and prepare quotes that meet a client's specific needs for Personal Insurance; maintains accountability to monitor plan performance for key accounts.

[ESSENTIAL DUTIES AND RESPONSIBILITIES]{.underline}

• Works collaboratively with the team's Sales staff to evaluate a client's particular needs to develop and execute a strategic Personal Insurance Plan.
• Produces Life, Disability, Long-Term-Care Insurance and Annuity quotes; utilizes carrier illustration software to input client-specific demographic data securing appropriate policy quotes from multiple carriers to identify the most suitable options.
• Responsible for calculating commissions on new quotes and identifying second-year commission opportunities.
• Designs new business presentations and discusses options with internal sales staff and/or directly with the client as needed; evaluates the options available and makes a recommendation of the most favorable alternatives to meet the coverage objective.
• Upon client acceptance, reviews issued policies for accuracy by comparing the policy specifics to the original quote; attaches a specific service plan and communicates plan to the Client Manager for the proper execution of the policy.
• Responsible to proactively review the established book of business by client for the potential to offer alternative products that lead to more effective solutions.
• Supports senior-level staff in the servicing of high net-worth clients and their advisors through the technical assessment and understanding of policy changes or transactions and the resulting favorable or unfavorable outcomes.
• Utilizes the system of record to maintain accurate and updated client demographic and financial information, prospect quotes and client presentations; ensures all data is entered into the system on a timely basis. 
• Serves as a technical back-up to Client Managers on assigned Institutional Accounts, and is responsible for researching and presenting new and alternative plan designs.
• Attends topic-specific webinars and meets regularly with carriers to obtain product knowledge on the latest market offerings.
• Performs peer reviews of all new business presentations, illustrations and newly issued policies to ensure the accuracy of information for client meetings. 
• Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.

• Develops leadership capabilities in the planning, execution and delivery of special projects as needed; serves as a change agent where circumstances dictate.

   

[PERSONAL CHARACTERISTICS]{.underline}

The specific personal traits required to accomplish the essential duties of this job successfully include: 

Energetic with a desire to learn a new skill

Good organizational skills with the ability to transition quickly from one job to another

Ability to problem solve, think logically and work independently

Ability to demonstrate a positive attitude

Works well under pressure and meets established deadlines

Good verbal and written communication skills

Good interpersonal skills with a collaborative approach

Ability t