Associate, Client Relationship Services

Benefits Summary

• Flexible and hybrid work arrangements
• Paid time off/Paid company holidays
• Medical plan options/prescription drug plan
• Dental plan/vision plan options
• Flexible spending and health savings accounts
• 401(k) retirement savings plan with a Roth savings option and company matching contributions
• Educational assistance program

Overview

The Associate will be a member of the Business Development team in the Americas, assisting with the commercial interactions with all Rating Evaluation Service (RES) clients. Additionally, the Associate will assist the manager with a variety of projects/activities related to record-keeping and revenue data.

Responsibilities

• Assist with client education, client queries, price and work with colleagues internally (e.g. Compliance, Ratings, Contracts and Governance, etc.) on new inquiries
• Learn the intricacies of the Rating Evaluation Service, train as back-up to the manager
• Prepare recurring and ad hoc financial reports for senior management
• Work on project requests to support the Business Development team which include preparing/reviewing prospect lists and providing pertinent market-specific data
• Provide data support for requests from Business Operation Services

Maintain the role of Salesforce Administrator including:
• Ensure compliance of corporate record-keeping policies, including updating records, performing audits and providing feedback to management
• Handle the management of Business Development Team's Opportunities
• Pull lead referral report from Salesforce and provide quarterly updates to Head of Business Development

Qualifications

• Bachelor's Degree in areas of study of Business, Economics or related field required
• 2 to 3 years of job-related experience
• Rating agency or Insurance industry experience is a plus

Skills
• Knowledge of insurance ratings and their usefulness in the insurance industry and the financial services industry in general
• Ability to interpret financial data
• Demonstrated ability to support professional and constructive commercial interactions
• Ability to handle sensitive and confidential information with discretion
• Excellent communicator (particularly written communication due to the detailed and regulated nature of work)
• Excellent organizational, time management, and planning skills along with strong attention to details
• Proficient in Microsoft Office Suite (Word, Excel, Power Point) and have the ability to learn new software
• Experience with data visualization or reporting tools (e.g. PowerBI) is a plus
• Ability to work independently as well as collaboratively within a team environment as part of the larger Business Development team