# Operations Analyst

**Company**: Howden
**Location**: New York
**Work arrangement**: hybrid
**Experience**: entry
**Job type**: full-time
**Salary**: $70,000 - $85,000
**Category**: Operations
**Industry**: Finance

**Apply**: https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/New-York---WeWork---430-Park-Avenue/Operations-Analyst_R0019397-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_dcf65183-729

## Description

We are seeking an Operations Analyst in New York with a hybrid work schedule.

The Operations Analyst supports the Private Capital broking teams throughout the policy lifecycle and also assists with surplus lines compliance filing preparation. As a member of the Private Capital Operations team, the candidate coordinates with brokers and various cross-functional departments to ensure all best practices are followed, and service-level agreements are met according to internal standards.

Key Responsibilities:

- Provide support to brokers, operations, finance, legal, and compliance teams throughout policy lifecycle.

- Apply knowledge of insurance rules and regulations in each state and insurance products Howden Private Capital offers, as well as general insurance best practices to review and validate policy information.

- Complete carrier and state surplus lines forms, applying policy information, checking for accuracy, and returning completed form to clients, Howden brokers, or insurers/MGAs, as applicable.

- Collaborate with broking teams to compile and organize relevant surplus lines filing documentation for each policy.

- Reconcile financial information on policies, including premiums, taxes, and fees, to ensure accuracy prior to filing.

- Prepare and submit surplus lines filings with state surplus lines authorities in accordance with applicable regulatory deadlines and requirements.

- Monitor changes in state surplus lines filing requirements and update internal processes accordingly.

- Follow up with clients and insurers to satisfy policy conditions during post-bind, closing, and post-closing processes to ensure file completeness.

- Review and negotiate client Non-Disclosure Agreements (NDAs).

- Draft and distribute NDA Joinder Agreements to insurers, and Non Reliance Letters (NRL's) to Due Diligence providers.

- Ensure data accuracy, including adhering to Quality Assurance requirements validating accuracy of systems entries, and keeping files up to date when accounts are bound or lost.

- Perform KYC checks on prospective clients.

- Develop an understanding of internal standards as well as regulatory requirements to adhere to compliance requirements.

- Respond promptly to customer needs and solicit customer feedback to improve service.

- Other duties and projects as assigned.

Qualifications:

- 1-5 years’ experience.

- General understanding of insurance and surplus lines rules and requirements preferred.

- Bachelor’s Degree or relevant experience.

- Excellent attention to detail.

- Ability to prioritize, multi-task, and meet deadlines in a fast-paced environment.

- Ability to effectively collaborate and communicate with all levels of an organization.

- Proficient Microsoft Office skills including Word, Excel, PowerPoint, Visio, and Outlook.

What You Will Gain:

This role offers direct exposure to transaction workflows and broker activity, with the opportunity to build expertise in broking operations, client onboarding, surplus lines compliance and deal execution within a rapidly growing platform.

Compensation and Benefits:

The expected base salary range for this role is $70,000 - $85,000; 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
- Microsoft Office
- insurance rules and regulations
- surplus lines compliance

### Nice to have
- general understanding of insurance and surplus lines rules and requirements

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Source: [Apply at hyperiongrp.wd3.myworkdayjobs.com](https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/New-York---WeWork---430-Park-Avenue/Operations-Analyst_R0019397-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
