Client Analyst

HowdenBirmingham, AL
3dHybrid

About The Position

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Title: Client Analyst Department: Natural Resources Location: Hybrid in Birmingham, AL Who are we? Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mind-set, and our strength lies in our ability to collaborate as a powerful international team comprised of 20,000 employees spanning over 100 countries. Our people are our biggest asset as well as our largest shareholder group and are everything that makes us unique; our inclusive culture, the quality service we offer our clients, and our continued growth, all come from our people-first approach. There’s no such thing as individual success. We all need to play our part, contributing our skills and experience to make a true difference. That’s Howden. Howden U.S. Natural Resources is a specialty platform focused on retail brokerage services for the energy and infrastructure industries in the United States. Birmingham and Houston are the servicing offices for our Natural Resources platform. Why work at Howden? We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down disappointed headhunters for years. Whatever your priorities – work/life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. What is the role? 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.
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