Howden · 7 hours ago
Client Analyst - Small Commercial
United States
Full-time
Remote
Entry, Mid Level
2+ years expHowden is a global insurance group dedicated to employee ownership and collaboration. The Client Analyst in the Small Commercial division will assist the Client Manager in delivering exceptional service to US-based clients and manage a portfolio of small commercial accounts.
Business DevelopmentInsuranceLocal Business
Responsibilities
Administrative Functions
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
Documentation & Compliance
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
Qualification
Required
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)
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
Company
Howden
We’re Howden, the people first insurance group with employee ownership at its heart.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Amit Agarwal
Chief Executive Officer
Atinc Yilmaz
Howden Europe Regional CEO for Turkey & Central Asia | Europe EXCOM member
Recent News
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