• Client Processing Specialist

    Location US-OH-North Olmsted
    Job ID
    # Positions
    Work Location
    Works from an office location
    Employee Type
    Client Service - Other
  • Overview - External

    FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.

    Responsibilities - External

    As a member of the 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. 


    1. 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
    2. 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.
    3. 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. 
    4. Populates the appropriate billing system through the creation and issuance of accurate invoices and/or provides billing instructions to worldwide issuing offices. Prepares Excel premium allocation spreadsheets. 
    5. Responds to client/broker email and telephone requests for certificates of insurance to third party interests often requiring same day service.
    6. Provides guidance and technical assistance to the Client Servicing Teams on the current processing requirements and liaises with internal offices worldwide 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.
    7. Responds to client/broker inquiries in a timely manner and/or involves other appropriate personnel where necessary.   
    8. Maintains organizational, contact and document distribution information for assigned accounts.

    Qualifications - External

    • High school diploma, college preferred
    • Minimum 2+ years work experience in an office environment, preferably in an insurance or related work environment
    • Attention to detail and proofreading skills
    • Strong problem solving capability
    • Advanced computing skills, particularly Microsoft Word and Excel
    • Strong math aptitude and analytical skills 
    • Strong organizational skills with ability to plan and prioritize tasks to meet deadlines
    • Excellent communication skills, both oral and written
    • Self-motivated, collaborative and team-oriented