Client Service Specialist-1
Howden · Charlotte, NC · 3 wk ago
Administrative$13/hrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "Why Join Howden US?" which is like company description. We need to use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We need to preserve all substantive info, no boilerplate. Remove cookie/navigation/legal/EEO etc. Also remove duplicated lines. No job title heading. No Job ID.
We need to parse the content.
The posting includes:
- Intro: "Why Join Howden US? At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030. We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future. Why Howden? You'll Own It With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own.You'll Be Empowered We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise.You'll Be Part of Something Bigger Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will."
That's basically company overview. Could be "About the role"? Actually "About the role" is for description of role. But we have a separate "What is the role?" section. So we can treat "Why Join Howden US?" as maybe "About the company" but not in allowed headings. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content accordingly.
We have:
- What is the role? (description) -> could be About the role.
- What will you be doing? (Operational Responsibilities, Reporting & Projects, Compliance, Governance & Market Awareness) -> Responsibilities.
- What are we looking for? Skills & Abilities -> Skills (maybe also Requirements/Qualifications). The posting lists experience, knowledge, etc. Could be Requirements and Qualifications. We need to decide.
- What do we offer in return? (career definition, compensation and benefits) -> Benefits.
- Compensation and Benefits section includes: classification, base salary, discretionary bonus, medical/dental/vision, 401(k), flexible PTO, paid parental leave, life and disability insurance. Also mentions sustainability promise etc (maybe not needed). No explicit Pay numbers or schedule. So we can include Benefits section. Pay section only if posting states actual pay numbers; it does not, only says competitive base salary, discretionary bonus. That's vague; we should not create Pay section because it's not specific. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits is stated (medical, dental, vision, 401k, PTO, parental leave, life/disability). So we can include Benefits.
- Schedule: not mentioned. So omit.
- Requirements: maybe we can include a section for Requirements (like experience, knowledge). Qualifications maybe similar. But we need to avoid thin sections. Could combine Requirements and Qualifications into one? But headings are separate. We could include Requirements (experience, knowledge) and Qualifications (license, etc). However we need to ensure we have real specific content for each heading. Let's see:
Requirements: "4+ years of experience in insurance client service, account support, policy administration, operations, or a related insurance role." Also "Working knowledge of commercial insurance servicing processes, including policy administration, endorsements, renewals, certificates of insurance, and client account maintenance." Also "Experience using Applied Epic or another agency management system is highly desirable." Also "Strong attention to detail..." etc. Those are skills/abilities.
Qualifications: maybe "Property & Casualty license preferred, or willingness to obtain one within a defined timeframe." Also maybe "Proficient in Microsoft Office applications..."
But the posting lumps them under "Skills & Abilities". So we could treat that as Skills section. Then we could have Requirements (experience) and Qualifications (license, proficiency). However the instruction: Prefer a few substantive sections over many thin ones. So maybe better to have just Skills section covering all those, and omit Requirements and Qualifications if they'd be thin. But we need to include sections only when posting has real specific content for it. The posting does have specific content for experience, knowledge, skills, license, proficiency. If we put all under Skills, that's substantive. Then we can omit Requirements and Qualifications.
Thus sections: About the role, Responsibilities, Skills, Benefits.
We need to ensure we don't repeat job title as heading. Not include.
Now we need to extract substantive content for each.
About the role: from "What is the role?" paragraph: "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. This role serves as a key operational contributor within the client service team, helping deliver an exceptional client experience through attention to detail, responsiveness, and strong execution. The Client Service Specialist also brings a forward-thinking mindset to the role, contributing ideas and hands-on support to automation tool development, requirements gathering, and UAT testing that help elevate service delivery and transform the way the team works."
We should preserve that exactly.
Responsibilities: from "What will you be doing?" includes Operational Responsibilities, Reporting & Projects, Compliance, Governance & Market Awareness. We need to combine into a list of duties. Use
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We need to preserve all substantive info, no boilerplate. Remove cookie/navigation/legal/EEO etc. Also remove duplicated lines. No job title heading. No Job ID.
We need to parse the content.
The posting includes:
- Intro: "Why Join Howden US? At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030. We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future. Why Howden? You'll Own It With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own.You'll Be Empowered We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise.You'll Be Part of Something Bigger Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will."
That's basically company overview. Could be "About the role"? Actually "About the role" is for description of role. But we have a separate "What is the role?" section. So we can treat "Why Join Howden US?" as maybe "About the company" but not in allowed headings. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content accordingly.
We have:
- What is the role? (description) -> could be About the role.
- What will you be doing? (Operational Responsibilities, Reporting & Projects, Compliance, Governance & Market Awareness) -> Responsibilities.
- What are we looking for? Skills & Abilities -> Skills (maybe also Requirements/Qualifications). The posting lists experience, knowledge, etc. Could be Requirements and Qualifications. We need to decide.
- What do we offer in return? (career definition, compensation and benefits) -> Benefits.
- Compensation and Benefits section includes: classification, base salary, discretionary bonus, medical/dental/vision, 401(k), flexible PTO, paid parental leave, life and disability insurance. Also mentions sustainability promise etc (maybe not needed). No explicit Pay numbers or schedule. So we can include Benefits section. Pay section only if posting states actual pay numbers; it does not, only says competitive base salary, discretionary bonus. That's vague; we should not create Pay section because it's not specific. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits is stated (medical, dental, vision, 401k, PTO, parental leave, life/disability). So we can include Benefits.
- Schedule: not mentioned. So omit.
- Requirements: maybe we can include a section for Requirements (like experience, knowledge). Qualifications maybe similar. But we need to avoid thin sections. Could combine Requirements and Qualifications into one? But headings are separate. We could include Requirements (experience, knowledge) and Qualifications (license, etc). However we need to ensure we have real specific content for each heading. Let's see:
Requirements: "4+ years of experience in insurance client service, account support, policy administration, operations, or a related insurance role." Also "Working knowledge of commercial insurance servicing processes, including policy administration, endorsements, renewals, certificates of insurance, and client account maintenance." Also "Experience using Applied Epic or another agency management system is highly desirable." Also "Strong attention to detail..." etc. Those are skills/abilities.
Qualifications: maybe "Property & Casualty license preferred, or willingness to obtain one within a defined timeframe." Also maybe "Proficient in Microsoft Office applications..."
But the posting lumps them under "Skills & Abilities". So we could treat that as Skills section. Then we could have Requirements (experience) and Qualifications (license, proficiency). However the instruction: Prefer a few substantive sections over many thin ones. So maybe better to have just Skills section covering all those, and omit Requirements and Qualifications if they'd be thin. But we need to include sections only when posting has real specific content for it. The posting does have specific content for experience, knowledge, skills, license, proficiency. If we put all under Skills, that's substantive. Then we can omit Requirements and Qualifications.
Thus sections: About the role, Responsibilities, Skills, Benefits.
We need to ensure we don't repeat job title as heading. Not include.
Now we need to extract substantive content for each.
About the role: from "What is the role?" paragraph: "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. This role serves as a key operational contributor within the client service team, helping deliver an exceptional client experience through attention to detail, responsiveness, and strong execution. The Client Service Specialist also brings a forward-thinking mindset to the role, contributing ideas and hands-on support to automation tool development, requirements gathering, and UAT testing that help elevate service delivery and transform the way the team works."
We should preserve that exactly.
Responsibilities: from "What will you be doing?" includes Operational Responsibilities, Reporting & Projects, Compliance, Governance & Market Awareness. We need to combine into a list of duties. Use - for any list of duties/requirements/benefits. So we need to list each duty as
- . We should preserve all details.
Let's extract bullet points:
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.
We need to ensure we didn't miss any. Also there is a line: "Respond to client service inquiries promptly and in accordance with established service-level expectations." appears twice? Actually appears in Reporting & Projects and also maybe earlier. We'll keep as is.
Now Skills: from "What are we looking for? Skills & Abilities". List:
- 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.
We need to output as
- items.
Now Benefits: from "What do we offer in return?" and "Compensation and Benefits". Need to capture substantive benefits: medical, dental, vision insurance, including healthcare savings and reimbursement accounts; 401(k) retirement plan; Flexible Paid Time Off and paid parental leave; Life and Disability insurance. Also mention discretionary bonus, competitive base salary (but we avoid Pay section). Also mention career that you define, personal development, volunteering, fundraising, creating new insurance products, supporting home/work life balance, sustainability promise maybe not a benefit but could be included? The instruction: include Benefits section only if posting actually states them. It does state those benefits. We can also include the career development aspects as part of benefits? Might be okay to include as bullet points under Benefits. But we should not invent. The posting says: "A career that you define. Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives." That's more of a culture statement; could be included as part of Benefits? Might be considered benefits but not explicit benefits like insurance. However we can include as bullet points under Benefits if we want to preserve all substantive info. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should include that narrative
- items. Now Benefits: from "What do we offer in return?" and "Compensation and Benefits". Need to capture substantive benefits: medical, dental, vision insurance, including healthcare savings and reimbursement accounts; 401(k) retirement plan; Flexible Paid Time Off and paid parental leave; Life and Disability insurance. Also mention discretionary bonus, competitive base salary (but we avoid Pay section). Also mention career that you define, personal development, volunteering, fundraising, creating new insurance products, supporting home/work life balance, sustainability promise maybe not a benefit but could be included? The instruction: include Benefits section only if posting actually states them. It does state those benefits. We can also include the career development aspects as part of benefits? Might be okay to include as bullet points under Benefits. But we should not invent. The posting says: "A career that you define. Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives." That's more of a culture statement; could be included as part of Benefits? Might be considered benefits but not explicit benefits like insurance. However we can include as bullet points under Benefits if we want to preserve all substantive info. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should include that narrative