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