Sr. Program Client Services Analyst - State National

TL;DR

Sr. Program Client Services Analyst (Insurance): Provide strategic business analysis for Program Services focusing on customer processes, system efficiencies, and financial operations with an accent on reinsurance, premiums, and claims reconciliation. Focus on reviewing submissions, managing workflows, performing financial reconciliations, and collaborating cross-functionally to improve program execution and resolve discrepancies.

Location: Hybrid in Bedford, TX (In Office: Mon-Wed, WFH: Thu-Fri). Must be authorized to work in the U.S. and not require sponsorship now or in the future.

Company

Fortune 500 holding company for insurance, reinsurance, specialist advisory, and investment operations with over 60 offices in 20+ countries.

What you will do

• Review submissions from brokerage community and assist with quotes, policy issuance, and endorsements workflow.
• Review underwriting guidelines, issue binders/slips and invoices, and escalate issues.
• Monitor facultative and treaty reinsurance contracts for timely settlements.
• Reconcile cash balances monthly, research discrepancies, and ensure premiums are recorded and collected.
• Support claims administration, funding coordination, invoice validation, and financial reconciliation.
• Facilitate audits, perform financial reconciliations across premiums/claims/reinsurance, and collaborate with underwriting, claims, accounting, and brokers.

Requirements

• Bachelor's in Business, Accounting, or Finance (Master's a plus).
• Strong MS Excel and Word skills.
• Strong verbal and written communication skills for executives and partners.
• Strong problem-solving, decision-making, multitasking, and organizational skills.
• Ability to work independently and in a team.
• Monday-Friday schedule; US work authorization required, no sponsorship.

Culture & Benefits

• Hybrid schedule: 3 days in office (Mon-Wed), 2 days WFH (Thu-Fri).
• Competitive benefits: health, dental, vision insurance; 401(k) with employer match; Employee Stock Purchase Plan; PTO, holidays, parental leave.
• Focus on people, winning together, striving for better, enjoying everyday, thinking further.