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Client Analyst

Client Analyst

HowdenBirmingham, AL, United States
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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 National Resources division, you will be responsible for assisting the Client Manager in delivering exceptional service to our U.S.-based clients. You will be working closely with the internal service team to help manage a portfolio of energy focused accounts.

What will you be doing?

Administrative Functions

  • 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

Policy Servicing

  • Assist the Client Manager & Placement Brokers throughout the full renewal process including gathering underwriting information, marketing to carriers, and presenting proposals
  • Core responsibilities include processing policy changes, invoices, endorsements, certificates of insurance, and policy checking in a timely and accurate manner
  • Coordinate with Client Manager & Placement Brokers to obtain and review quotes

    • Documentation & Compliance

  • 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

    • What are we looking for?

    Experience :

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

    • Licensing :

  • o Active Property & Casualty insurance license (U.S. 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)

    • What do we offer in return?

    A career that you define.

    Our business succeeds by allowing our people to make a mark in the areas they care about most : personal development, volunteering, and fundraising for charity, or creating new insurance products that address society’s greatest challenges.

    And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work – and vice versa. That's why we do our best to support our people in every aspect of their lives.

    Diversity and Inclusion

    At Howden we value diversity - there is no one Howden ‘personality 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

    • We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect – regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.

    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 .

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    Client Analyst • Birmingham, AL, United States