Client Analyst – Small Commercial
Howden, A Chart Industries Company
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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Salary
💰 $70,000 - $90,000 per year
About the role
- Assisting the Client Manager in delivering exceptional service to our US based clients
- Working closely with the internal service team to help manage a portfolio of small commercial-focused accounts
- 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
- 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
Requirements
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial lines insurancedata integritypolicy documentationaccount managementmarketing applicationscertificates of insuranceAuto ID cardsportfolio managementclient engagementmarket contact management
Soft Skills
customer servicecommunicationcollaborationself-motivatedorganizational skillsattention to detailpriority managementaction-oriented
Certifications
Property & Casualty insurance license