Operational Performance Analyst at Helprise focusing on manufacturing data insights for performance across multiple sites. Collaborating with IT and finance teams to drive improvement initiatives.
About the role
- UA Analyst supporting Loss Sensitive underwriters across multiple lines at Zurich North America. Analyzing risk exposures and assisting in underwriting decisions for various accounts.
Responsibilities
- Analyze risk exposures by reviewing risk controls, loss history, financial condition, and other key information to support underwriting decisions regarding submission acceptance or declination
- May execute underwriting actions within established risk appetite
- Assist underwriters by evaluating and recommending inputs related to policy rating, pricing, policy construction, coverages, exclusions, and required forms to ensure accurate quoting and issuance
- Execute tasks according to standard operating procedures (SOPs)
- Proactively identify information needs, seeking alternative and relevant data sources through underwriting tools to improve risk understanding
- Track contingencies, issue binders and endorsements, invoice as needed, and coordinate with internal service units (e.g., rating, billing)
- Maintain electronic file documentation, ensuring accuracy, regulatory compliance, and audit-ready condition
- Lead account servicing activities—both independently and in partnership with underwriters—for new business, renewals, and endorsements on more complex accounts
- Engage with brokers, agents, distributors, and customers, conducting planned and well-prepared interactions and on-site visits related to servicing matters
- Build strong working relationships across internal teams and with broker partners
- Support and mentor team members by providing coaching, problem-solving assistance on complex transactions, and context behind solutions to aid development
- Participate in special projects as assigned
Requirements
- Bachelor’s degree and 2+ years of experience in Insurance, Underwriting, or Market Facing OR Zurich Certified Insurance Apprentice (with Associates Degree) and 2+ years of experience OR High School Diploma or equivalent and 4+ years of experience in Insurance, Underwriting, or Market Facing
- Knowledge of the insurance industry and regulatory environment
- Experience in data collection and analysis
- Experience with insurance processing, rating, and policy management systems
- Customer service background
- Problem-solving experience
- Experience servicing portfolios across multiple lines of business
- Proficiency with Microsoft Office
Benefits
- Competitive pay and comprehensive benefits for employees and their families
- Bonuses and merit increases
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