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Client Service Job ID 2022-11886 Cleveland, Ohio 04/29/2022
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More information about this job:


This position is accountable for developing underwriting, relationships and engineering skills. This is while providing assistance to the Account Manager, primarily with underwriting, policy issuance and invoicing. Individuals in this position will complete all necessary training in underwriting, engineering, relationships, client servicing and sales as outlined in a specific development plan. This could extend to basic engineering training based on a candidate’s experience.  It is expected that people in this position will develop the skills, experience, and knowledge to ultimately transition into more advanced underwriting roles or account management.


Provides assistance to Account Managers in handling underwriting duties including risk assessment, risk transfer, MFL Study development, and pricing. Individuals would also be expected to provide analysis of terms and conditions, values, and, review policies for accuracy.

Learns loss prevention and control concepts. Including, how to read and use information from Risk Reports and apply their knowledge to assist the Account Manager in exposure identification and analysis.

Gains and maintains a good knowledge of the underwriting requirements, policy terms and conditions, profitability analysis, and pricing. This is to assist the account manager in determining a sustainable and profitable underwriting position.

Assists the Account Manager in account servicing activities. Including: preparing for internal and external meetings, presentations, proposals to begin developing account management and effective presentation skills.

Applies interpersonal skills to build relationships with Client Service Team members working in a variety of roles from processing to engineering to account management to Staff Underwriting.


  • Four Year College Degree/Bachelors
  • Two Years Insurance or Financial Industry Experience Preferred!
  • Strong analytical, problem solving, computer skills and attention to detail is required
  • Basic proficiency level in the competencies of Commercial Property Insurance, Business Communications, Exposure Analysis, Negotiations, and Presentation Skills. 
  • Intermediate proficiency level in the competencies of Interpersonal Skills, Planning & Organizing, Policy Terms & Conditions, Profitability Analysis, and Underwriting Requirements

We offer our employees a wide range of benefits including career long learning opportunities, tuition reimbursement, 401 (k), pension, flexible schedules, rich health and well-being programs, generous time off allowances, volunteer days and so much more! 

FM Global is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce. 

Please note that all FM Global visitors, including external candidates interviewing for open positions will be required to be vaccinated and should be prepared to provide proof of vaccination.

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