Associate, Client Relationship Services
AM Best
Job Title
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
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