Client Processing Specialist
You’ll quickly learn that we’re not like other property insurance companies. We’re guided by the belief that most losses can be prevented. So we do everything we can to understand your business needs and reduce your risk.
What makes a successful Candidate at FM Global? Check out the traits we’re looking for and see if you have the right mix.
- Client/Customer Focus
- Decision Quality
- Collaboration and Teamwork
- Ensures Accountability
- Change Agent
- Communicates Effectively
Hear what our employees have to say about working at FM Global
employee since 2008
WHEN YOU'RE INVESTED IN SOLVING CHALLENGES, IT HELPS TO BE WITH A COMPANY THAT INVESTS IN YOUR SUCCESS.
My parents have always instilled in me the concept of working hard, having fun, thinking long term and planning for the future. FM Global is exciting, innovative and dynamic, and with so many professional opportunities here, it's also a company where you can spend your whole career and never get bored. I remember back during one of my initial interviews with FM Global, a manager shared that over 80% of the office staff had been with the company since they graduated college. That kind of longevity is one of the reasons I decided to work at FM Global. I'm proud to work for a company that invests in its employees and trains them to be the best. The willingness to learn is universal, the exposure to knowledge is infinite and the different career paths are endless. The opportunities to think long term don't get much broader.
See how FM Global and East Kentucky Power Cooperative partner to manage boiler and machinery risk.
FM Global Named One of America’s Best Employers by Forbes
Your financial goals are important to us, so we offer retirement programs that reflect local policy and custom.
Your time at FM Global should be valuable and enriching, with plenty of opportunities for skills development and career growth.
Eligible employees participate in an incentive plan based on the company achieving its annual financial goals.
More information about this job:
Overview - External:
Established nearly 200 years ago, FM Global is a mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its client-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world’s largest organizations, including one of every three Fortune 1000 companies. They work with FM Global to better understand the hazards that can impact their business continuity in order to make cost-effective risk management decisions, combining property loss prevention with insurance protection.
As a member of the Norwalk office Client Servicing Team, this position is accountable for creating property insurance policy contracts and billing documents in compliance with corporate and country specific requirements. This includes validating and reconciling client information necessary to prepare new accounts, renewals, endorsements and cancellations; composing/building the policy terms and conditions; processing the financial and corporate required information; issuing property certificates to third parties, and delivering outstanding service to clients and brokers in coordination with the Account Managers and other team members.
Responsibilities - External:
Under the supervision of a more experienced Client Processing Specialist and/or the Client Processing Manager, acquires the knowledge and skills required to handle accounts independently.
Composes/builds and issues new, renewal, and endorsement policy documents in accordance with Account Manager quotes and in compliance with underwriting, processing, country, and statutory requirements.
Enters and manages prospect/client data and financial information in various systems. Captures all limits of liability, sub-limits, deductibles, rates and any other required information.
Working with the Account Manager generates all the invoices for the client and in compliance with processing, country and statutory requirement.
Responds to client/broker email and telephone requests for certificates of insurance to third party interests often requiring same day service.
Provides guidance and technical assistance to the Client Servicing Teams on the current processing requirements and liaises with internal offices to ensure accurate and timely service on accounts and to achieve company and operational objectives. Develops diverse knowledge of all protocols related to global products and services.
Responds to client/broker inquiries in a timely manner and/or involves other appropriate personnel where necessary.
Maintains organizational, contact and document distribution information for assigned accounts.
Qualifications - External:
High school diploma, some college preferred
3+ years insurance or related work experience
Attention to detail and proofreading skills
Strong problem solving capability
Advanced computer skills particularly Microsoft Word and Excel
Strong math aptitude and analytical skills
Strong planning and organizational skills with ability to prioritize tasks and meet deadlines
Excellent interpersonal and communication skills; oral and written
Self-motivated and team-oriented