Insurance Svc Analyst
J.P. Morgan
IT
Fort Worth, TX, USA
The Role
The Insurance Servicing Analyst is responsible for managing escalated insurance servicing items and complex inquiries. This role investigates issues raised by clients, agents, and internal teams, performs root-cause analysis, partners with stakeholders to drive timely resolution, and identifies opportunities to improve processes, controls, and client experience. The analyst will also support special projects and reporting/exception management to ensure compliance and operational excellence.
Responsibilities
- Serve as an escalation point for insurance servicing issues and complex inquiries from clients, agents, and internal partners, ensuring timely, accurate resolution.
- Conduct outreach to clients and/or agents as needed to obtain documentation, clarify coverage details, resolve discrepancies, and communicate resolution/status updates.
- Perform root cause analysis on recurring issues (process gaps, system issues, documentation errors, follow-ups, etc.) and recommend corrective/preventive actions.
- Own intake/triage for escalations (mailbox/queue), prioritizing by risk, aging, and impact; drive items to closure with clear documentation.
- Partner with cross-functional teams to research, resolve, and close exceptions—ensuring adherence to policy, regulatory requirements, and servicing standards.
- Review and manage exception reports, identify trends, escalate emerging risks, and track remediation to completion.
- Support special projects (process enhancements, operational readiness, reporting, audit/exam support, training materials, and other initiatives as assigned).
- Identify and implement process enhancements to reduce rework, improve turnaround times, strengthen controls, and enhance the client/agent experience.
- Perform Quality Control / targeted reviews of internal processes where needed.
- Assist with flood renewal policy outreach, as needed, including agent follow-up and coordination to support timely renewals.
Required qualifications, skills and capabilities
- Prior insurance experience (e.g., insurance servicing, policy/coverage review, insurance tracking, or related loan servicing/operations experience involving insurance).
- Proven ability to manage escalations and drive issues to resolution across clients, agents, and internal partners.
- Strong analytical, problem-solving, and root cause investigation skills; ability to identify trends and recommend corrective actions.
- Excellent written and verbal communication skills; able to communicate clearly with stakeholders across levels.
- Strong organizational skills and attention to detail; able to prioritize, manage aging items, and maintain accurate documentation.
- Ability to work quickly and accurately in a fast-paced, high-volume environment.
- A curious, continuous-improvement mindset with the ability to “go deep” to understand issues and prevent recurrence.
- Strong interpersonal and collaboration skills; able to partner effectively across teams and functions.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Preferred qualifications
- Knowledge of non-flood insurance guidelines (hazard/wind/other lines) and general commercial insurance concepts.
- Familiarity with flood insurance concepts and/or the National Flood Insurance Program (NFIP) and GSE (FNMA/FHLMC) insurance requirements.
- Experience with exception reporting, operational controls, audit support, or process improvement methods.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
The Insurance Servicing Analyst is responsible for managing escalated insurance servicing items and complex inquiries. This role investigates issues raised by clients, agents, and internal teams, performs root-cause analysis, partners with stakeholders to drive timely resolution, and identifies opportunities to improve processes, controls, and client experience. The analyst will also support special projects and reporting/exception management to ensure compliance and operational excellence.