Howden · 17 hours ago
Client Service Representative
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$50K/yr - $90K/yr
2+ years expHowden is a global insurance broker with a mission to reshape the industry and expand its US retail platform. The Client Service Representative will support the client lifecycle, ensuring accurate documentation, seamless onboarding, and exceptional service while collaborating with various internal teams.
Business DevelopmentInsuranceLocal Business
Hiring Manager
Jackie Stoica
Responsibilities
Collect and organize client data to support onboarding, renewals, and program changes
Maintain accurate records in internal systems, ensuring data integrity and audit readiness
Assist in setting up new client accounts, verifying information, and coordinating across teams for a smooth onboarding experience
Prepare renewal materials, marketing submissions, and side-by-side coverage comparisons to support placement activities
Coordinate with clients and carriers to gather, validate, and reconcile exposure data and program details
Track key renewal milestones and ensure timely completion of all deliverables
Develop draft client proposals, including financing options, coverage summaries, and supporting documentation
Facilitate the binding process by coordinating with carriers and ensuring all program details are accurately captured in systems
Verify accuracy of binders, endorsements, and policy confirmations before delivery to clients
Partner with accounting teams to manage invoices, allocations, and fee agreements
Ensure compliance with internal controls and regulatory requirements, including surplus lines tax filings
Investigate and resolve billing discrepancies promptly, maintaining clear communication with clients and internal stakeholders
Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time
Review endorsements, renewals, and policy documents for completeness and accuracy
Maintain organized documentation in line with audit, compliance, and data standards
Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients
Conduct audit checks and assist with ad hoc client reporting or analysis as requested
Respond promptly to client inquiries, providing clear, professional, and solution-oriented communication
Qualification
Required
Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience
2+ years of experience in insurance operations, client servicing, or administrative support preferred
Strong organizational and communication skills with a client-service orientation
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Client Focus: Committed to delivering timely, accurate, and high-quality service
Organizational Skills: Able to manage multiple deliverables and priorities with attention to detail
Communication: Strong written and verbal communication for collaborating across clients, carriers, and internal teams
Problem-Solving: Skilled at identifying issues and resolving them efficiently and diplomatically
Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools
Team Collaboration: Works effectively as part of a client service team, demonstrating reliability and initiative
Preferred
Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus
Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred
Benefits
Personal development
Volunteering
Fundraising for charity
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
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