The Intake Analyst evaluates client-submitted data for prospective businesses to set risk-based pricing and ensure data accuracy. They must manage time-sensitive underwriting requests and communicate effectively with clients and insurance carrier partners.
Evaluate insurance contracts and develop RFPs and marketing presentations to support client objectives. Collaborate with sales teams and utilize digital tools to optimize quoting processes and workflow efficiency.
Support Bswift technology implementations by coordinating with managers to resolve system problems and managing client data imports and exports. Provide technical support for EDI vendor feeds and train client HR partners on Bswift software and processes.
Manage inbound and outbound calls across multiple client queues while providing exceptional customer service. Coordinate employee schedules, update census details, and collaborate with team members to ensure adequate phone coverage.
