Client Account Analyst

🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Finance • HR Tech

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• This role is responsible for creating, analyzing, managing, and delivering comprehensive reports of bank and insurance company owned life insurance (BOLI & ICOLI) policies for an assigned group of clients. • Data analysis and report development. • Develops and maintains a full understanding of trends for each client’s BOLI/ICOLI portfolio and performs detailed analysis to ensure accuracy of reports. • Prepares, reviews, and delivers all client reporting. • Performs quality control checks, reports to supervisor and Relationship Manager on client satisfaction, and any other items necessary to assure customer loyalty. • Handles large volume of Personally Identifiable Information (PII) with necessary sensitivity. • Assists in the implementation and ongoing maintenance and application of regulatory requirements for BOLI/ICOLI clients. • Contributes to development of executive-level reports, materials, and administrative standards for clients, and assists with the implementation of changes.

🎯 Requirements

• Bachelor’s degree from an accredited university in Business, Finance, Accounting, Economics, Mathematics, or related field • 3-5 years of total experience within the banking or insurance industry or equivalent combination of education and experience • Must have advanced MS Office skills, especially in Excel • Crystal Reports • Life Insurance license or ability to obtain within 6 months • In-depth knowledge of accounting principles preferred

🏖️ Benefits

• N/A