Howden, A Chart Industries Company

Client Service Specialist

Howden, A Chart Industries Company

full-time

Posted on:

Location Type: Remote

Location: North Carolina • United States

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About the role

  • 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
  • Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time
  • Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients

Requirements

  • Bachelor’s degree in Business, Insurance, or related field; or equivalent work experience
  • 2+ years of experience in insurance operations, client servicing, or administrative support preferred
  • Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus
  • Strong organizational and communication skills with a client-service orientation
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
  • Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred
Benefits
  • Reasonable accommodations for various needs
  • Support with home and work life balance
  • Opportunities for personal development, volunteering, and fundraising
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data organizationdata integrityclient account setuprenewal materials preparationcoverage comparisonsproposal developmentpolicy documentationbilling proceduresmid-term adjustmentsinsurance operations
Soft Skills
organizational skillscommunication skillsclient-service orientation
Certifications
Bachelor’s degree in BusinessBachelor’s degree in Insurancerelated field degree