DUAL North America · 8 hours ago
Client Service Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expHowden US is a global insurance broker that is expanding its US retail platform. The Client Service Specialist plays a critical role in supporting the client lifecycle, ensuring timely and accurate delivery of client documentation and service requests while coordinating with various internal teams to maintain client satisfaction.
CommercialFinancial ServicesInsurance
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)
Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools
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
Reasonable accommodations
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
Company data provided by crunchbase