Client Analyst - Small Commercial

Howden

8d • $70,000 - $90,000

About The Position

As a Client Analyst in our Small Commercial division, you will be responsible for assisting the Client Manager in delivering exceptional service to our US based clients. You will be working closely with the internal service team to help manage a portfolio of small commercial-focused accounts.

Requirements

• Minimum 2+ years of experience in commercial lines insurance, preferably within a brokerage environment
• Active Property & Casualty insurance license (US state-specific, can be obtained within first 90 days of employment)
• Exceptional customer service and communication skills, promoting a collaborative and positive work environment
• Self-motivated, action-oriented, strong organizational skills
• Strong attention to detail and priority management
• Proficiency with agency management systems and Microsoft Office applications (Word, Excel, PowerPoint and Outlook)

Responsibilities

• Attend system training and liaison between tech support and the servicing team, as needed
• Assist Account Executives in entering new business prospects in Salesforce
• Assist with account management and marketing team in completing marketing applications
• Backup designee for online quoting
• Assist with updating Excel documents including client policy schedule, premium schedules, etc.
• Special project support, as needed
• Processing certificates of insurance and Auto ID cards
• Preparing policy documentation for delivery to the client
• Manage market contact information
• Assist in preparation of marketing materials
• Maintain complete and accurate client files within agency management system (e.g., EPIC, AMS360)
• Take ownership of data integrity and enrichment through daily client engagement

Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
• 401(k) retirement plan
• Flexible Paid Time Off and paid parental leave
• Life and Disability insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed