• Client Processing Specialist

    Location US-MA-Norwood
    Job ID
    # Positions
    Work Location
    Works from an office location
    Employee Type
    Administrative - Administrative Assistant
  • Overview - External

    Established nearly 200 years ago, FM Global is a mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its client-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world’s largest organizations, including one of every three Fortune 1000 companies. They work with FM Global to better understand the hazards that can impact their business continuity in order to make cost-effective risk management decisions, combining property loss prevention with insurance protection.


    As a member of the Boston Operations 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.

    Responsibilities - External

    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.

    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.

    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. 

    Working with the Account Manager generates all of  the invoices for the client and in compliance with processing, country and statutory requirement.

    Responds to client/broker email and telephone requests for certificates of insurance to third party interests often requiring same day service.

    Provides guidance and technical assistance to the Client Servicing Teams on the current processing requirements and liaises with internal offices  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.

    Responds to client/broker inquiries in a timely manner and/or involves other appropriate personnel where necessary.  

    Maintains organizational, contact and document distribution information for assigned accounts.

    Qualifications - External

    High school diploma, some college preferred
    3+ years insurance or related work experience
    Attention to detail and proofreading skills
    Strong problem solving capability
    Advanced computer skills particularly Microsoft Word and Excel
    Strong math aptitude and analytical skills 
    Strong planning and organizational skills with ability to prioritize tasks and meet deadlines
    Excellent interpersonal and communication skills; oral and written
    Self-motivated and team-oriented