Client Account Analyst

Ascensus

Analyst responsible for creating and delivering comprehensive reports for bank and insurance company owned life insurance policies. Collaborating with stakeholders to ensure accuracy and relevance in reporting.

Posted 6/17/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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Hard Skills & Tools

data analysisreport developmentquality controlaccounting principlesExcelCrystal Reports

Soft Skills

client satisfactioncustomer loyaltycommunication

Certifications

Life Insurance license