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Client Analyst - Small Commercial

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
70 - 90K yearly
English

Other Skills

  • Microsoft Office
  • Action Oriented
  • Communication
  • Teamwork
  • Customer Service
  • Organizational Skills
  • Detail Oriented
  • Self-Motivation

Roles & Responsibilities

  • 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 with a collaborative and positive work environment
  • Proficiency with agency management systems and Microsoft Office applications (Word, Excel, PowerPoint and Outlook)

Requirements:

  • Assist Account Executives in entering new business prospects in Salesforce
  • Assist with account management and marketing team in completing marketing applications
  • Process certificates of insurance and Auto ID cards
  • Maintain complete and accurate client files within agency management system (e.g., EPIC, AMS360) and ensure data integrity

Job description

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Role: Client Analyst - Small Commercial 

Location: Jacksonville, FL

 

Who are we?  

  

Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mind-set, and our strength lies in our ability to collaborate as a powerful international team comprised of 20,000 employees spanning over 100 countries.  

  

Our people are our biggest asset as well as our largest shareholder group and are everything that makes us unique; our inclusive culture, the quality service we offer our clients, and our continued growth, all come from our people-first approach. There’s no such thing as individual success. We all need to play our part, contributing our skills and experience to make a true difference. That’s Howden.  

  

Why work at Howden?  

  

We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients.  

Always have, always will.  

  

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down disappointed head- hunters for years. Whatever your priorities – work/life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.  

  

What is the role?  

  

As a Client Analyst in our Small Commercial division, you will be responsible for assisting the Client Manager in delivering exceptional service to our US based clients. You will be working closely with the internal service team to help manage a portfolio of small commercial-focused accounts.  

 

What will you be doing?  

  

  • Administrative Functions  

  • 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  

  • Documentation & Compliance  

  • 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  

 

What are we looking for?  

  

Qualifications:  

  • Experience:  

  • Minimum 2+ years of experience in commercial lines insurance, preferably within a brokerage environment  

  • Licensing:  

  • Active Property & Casualty insurance license (US state-specific, can be obtained within first 90 days of employment)  

  • Skills: 

  • 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)  

 

Compensation and Benefits 

 

The expected base salary range for this role is $70,000- $90,000+; actual base salary will be determined based on factors including candidate experience and work location. This role is classified as [exempt] under the Fair Labor Standards Act (FLSA). 

In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: 

  • 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 

 

Our sustainability promise  

  

We’re on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.  

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

  • Our successes have all come from someone brave enough to try something new

  • We support each other in the small everyday moments and the bigger challenges

  • We are determined to make a positive difference at work and beyond

Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs.  Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent

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