# Client Service Specialist **Company**: Howden **Location**: Charlotte, NC **Work arrangement**: hybrid **Experience**: senior **Job type**: permanent **Salary**: $60,000 - $80,000 **Category**: Insurance **Industry**: Insurance **Apply**: https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Charlotte---WeWork---615-S-College-St/Client-Service-Specialist_R0019472-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply **Canonical**: https://yubhub.co/jobs/job_c6d6f4f2-c01 ## Description We are seeking a Client Service Specialist in Charlotte, NC with a hybrid work schedule. The Client Service Specialist provides day-to-day client service and account support for Howden US Retail clients. This role supports the end-to-end insurance lifecycle, including onboarding, policy servicing, renewals, endorsements, certificates of insurance, audits, billing support, and account administration activities. **Operational Responsibilities** - Support clients throughout the policy lifecycle, including onboarding, policy changes, endorsements, renewals, audits, and account servicing activities. - Prepare, review, and process evidence of coverage requests, binders, endorsements, and other insurance documentation. - Maintain accurate client and policy information within Applied Epic and other agency management systems. - Respond to client, carrier, and internal stakeholder inquiries in a timely, professional, and customer-focused manner. - Coordinate with carriers and internal teams to ensure servicing requests are completed accurately and within expected timelines. - Review documentation for completeness and accuracy, ensuring compliance with internal quality and documentation standards. - Escalate complex servicing issues, coverage concerns, or process exceptions to the appropriate internal resources. - Support billing inquiries and assist with carrier and client communications related to policy servicing needs. - Respond to business and customer requirements with agility, professionalism, and sound judgment while upholding the highest ethical standards in all interactions. **Reporting & Projects** - Maintain complete, accurate, and up-to-date records within agency management systems. - Support reporting, audit preparation, data validation, and account administration activities as required. - Manage assigned workload and servicing priorities to ensure timely completion of tasks. - Support assigned initiatives and contribute to process improvement efforts focused on service quality, efficiency, and client experience. - Participate in testing, training, and adoption of new technologies, workflows, and operational enhancements. - Bring a forward-thinking mindset to daily work, proactively identifying opportunities where automation and technology can elevate service delivery. - Contribute to automation tool development by helping define business requirements and participating in User Acceptance Testing (UAT), supporting the transformation of how the team works. - Respond to client service inquiries promptly and in accordance with established service-level expectations. **Compliance, Governance & Market Awareness** - Ensure compliance with company policies, procedures, and all applicable legal and regulatory requirements. - Maintain the confidentiality and integrity of client information and records. - Stay informed of relevant insurance market developments, carrier requirements, and operational best practices affecting the role and business. - Consistently follow established documentation, quality-control, and compliance standards. **Qualifications:** - Working knowledge of commercial insurance servicing processes, including policy administration, endorsements, renewals, certificates of insurance, and client account maintenance. - 4+ years of experience in insurance client service, account support, policy administration, operations, or a related insurance role. - Experience using Applied Epic or another agency management system is highly desirable. - Strong attention to detail with the ability to manage multiple priorities while maintaining quality and accuracy. - Client-focused professional with a commitment to delivering exceptional service and support. - Strong organizational and time-management skills with the ability to meet deadlines in a fast-paced environment. - Analytical and problem-solving skills with the ability to identify issues, recommend solutions, and escalate appropriately. - Clear and professional verbal and written communication skills. - Collaborative team player who works effectively across departments and supports shared business objectives. - Self-motivated with a proactive approach to learning, development, and continuous improvement. - Curious and forward-thinking, with an interest in automation and technology, and a willingness to contribute to tool development, requirements, and UAT testing. - Proficient in Microsoft Office applications, particularly Excel, Word, Outlook, and PowerPoint. - Property & Casualty license preferred, or willingness to obtain one within a defined timeframe. **Compensation and Benefits** - The expected base salary range for this role is $60,000 - $80,000; actual base salary will be determined based on factors including candidate experience and work location. - 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 ## Skills ### Required - Applied Epic - Microsoft Office - commercial insurance servicing processes - policy administration - client service - account support ### Nice to have - Property & Casualty license --- Source: [Apply at hyperiongrp.wd3.myworkdayjobs.com](https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Charlotte---WeWork---615-S-College-St/Client-Service-Specialist_R0019472-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)