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Howden · 10 hours ago

Client Analyst

Birmingham, AL

Full-time

Onsite

Entry Level

$70K/yr - $90K/yr

2+ years exp

Howden is a global collective of talented individuals focused on pushing the boundaries of insurance. The Client Analyst role involves assisting the Client Manager in delivering exceptional service to U.S.-based clients, while managing a portfolio of energy-focused accounts.

Business DevelopmentInsuranceLocal Business

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

Commercial lines insuranceProperty & Casualty licenseAgency management systemsMicrosoft OfficeCustomer service skillsCommunication skillsOrganizational skillsAttention to detail