Client Analyst

Howden • Birmingham, AL

2d • Hybrid

About The Position

As a Client Analyst in our National Resources division, you will be responsible for assisting the Client Manager in delivering exceptional service to our U.S.-based clients. You will be working closely with the internal service team to help manage a portfolio of energy focused accounts.

Requirements

• Minimum 2+ years of experience in commercial lines insurance, preferably within a brokerage environment
• Active Property & Casualty insurance license (U.S. 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 producers in entering new business prospects in Salesforce
• Assist account management and marketing team in completing marketing applications
• Backup designee for online quoting
• Assist with updating Excel documents including client policy schedules, 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 the agency management system (e.g., EPIC, AMS360)
• Take ownership of data integrity and enrichment through daily client engagement

Benefits

• A career that you define.
• Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society’s greatest challenges.
• And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work – and vice versa. That's why we do our best to support our people in every aspect of their lives.

What This Job Offers

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