CareerPlanSign in

Client Service Specialist

Charlotte – 121 West Trade Street, US💼 Full-time🗓 2026-09-25 → 2026-09-26

Core

Provide day-to-day client service and account support for Howden US Retail clients, managing the end-to-end insurance lifecycle including onboarding, policy servicing, renewals, and billing.

Role type

Client Service Specialist (Insurance Operations)

Builds

Insurance policies and account services for retail clients

Domain

Insurance (Property & Casualty)

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure

Required skills

Commercial insurance servicing processes, policy administration, account maintenance, agency management systems, attention to detail, time management, problem-solving, Microsoft Office proficiency

Preferred skills

Property & Casualty license, Applied Epic experience, automation tool development interest, UAT testing participation

Technologies

Applied Epic, Microsoft Office (Excel, Word, Outlook, PowerPoint)

Responsibilities

Support clients throughout the policy lifecycle (onboarding, changes, renewals, audits), prepare and process evidence of coverage requests and documentation, maintain accurate client and policy information in systems, respond to client and carrier inquiries, coordinate servicing requests with carriers and internal teams, support billing inquiries, escalate complex issues, participate in testing and adoption of new technologies, contribute to automation tool development and requirements gathering

Seniority

Mid-level, hands-on IC

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.