DUAL North America · 23 hours ago
Client Analyst
Birmingham, AL
Full-time
Hybrid
Entry, Mid Level
2+ years expHowden is a global insurance group that emphasizes employee ownership and collaboration. The Client Analyst will assist the Client Manager in delivering exceptional service to U.S.-based clients, managing a portfolio of energy-focused accounts and supporting various administrative and compliance functions.
CommercialFinancial ServicesInsurance
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
Qualification
Required
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)
Benefits
A career that you define.
Personal development, volunteering, and fundraising for charity, or creating new insurance products that address society’s greatest challenges.
Support our people in every aspect of their lives.
Reasonable accommodations at Howden to ensure that our positions align well with your needs.
Flexible hours* or hybrid working*.
Company
DUAL North America
DUAL North America offers commercial property, financial, and casualty services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Johnson
Chief Executive Officer
Recent News
2025-10-21
2025-10-20
Coverager - Insurance news and insights
2025-03-18
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