Operations Analyst

Role Overview

The Operations Analyst supports the Atlantic broking teams throughout the policy lifecycle. As a member of the Operations team, the candidate coordinates with brokers and various cross-functional departments to ensure all best practices are followed and service-level agreements are met according to internal standards. This role will be based in our New York City office (on-site with some opportunity for remote work).

Key Responsibilities

• Provide support to brokers, operations, finance, legal, and compliance teams throughout the policy lifecycle.
• Apply knowledge of the insurance rules and regulations in each state and insurance product Atlantic offers, as well as general insurance best practices to review and validate policy information.
• Complete carrier and state surplus lines forms, applying policy information, checking for accuracy, and returning completed forms to clients, Atlantic brokers, or insurers/MGAs, as applicable.
• Follow up with clients and insurers to satisfy policy conditions during post-bind, closing, and post-closing processes to ensure file completeness. Proactively chase for documents ahead of due dates.
• Review and negotiate client Non-Disclosure Agreements (NDAs).
• Draft and distribute NDA Joinder Agreements to insurers, and Non-Reliance Letters (NRLs) to due diligence providers, summarizing and consolidating proposed changes, and collaborating with brokers for review.
• Ensure data accuracy, including adhering to Quality Assurance requirements validating accuracy of systems entries, and keeping files up to date when accounts are bound or lost.
• Perform KYC checks on prospective clients.
• Develop an understanding of internal standards as well as regulatory requirements to adhere to compliance requirements.
• Respond promptly to customer needs and solicit customer feedback to improve service.
• Other duties and projects as assigned.

Qualifications & Experience

• 1-5 years’ experience. Experience in a related field preferred.
• General understanding of insurance and surplus lines rules and requirements preferred.
• Bachelor’s Degree or relevant experience.
• Excellent attention to detail.
• Ability to prioritize, multi-task, and meet deadlines in a fast-paced environment.
• Ability to effectively collaborate and communicate with all levels of an organization.
• Proficient Microsoft Office skills including Word, Excel, PowerPoint, Visio, and Outlook.

What You Will Gain

This role offers direct exposure to transaction workflows and broker activity, with the opportunity to build expertise in broking operations, client onboarding, and deal execution within a rapidly growing platform.

What We Offer

A career that you define. At Howden, we value diversity – there is no one Howden type. We’re looking for individuals who share the same values as us:

• Our successes have all come from someone brave enough to try something new.
• We support each other in the small everyday moments and the bigger challenges.
• We are determined to make a positive difference at work and beyond.

Reasonable Adjustments

We’re committed to providing reasonable accommodations at Howden to ensure that our positions align with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours or hybrid working.

If you’re excited by this role but have some doubts about whether it’s the right fit for you, please submit your application. If your profile fits the role’s criteria, we will be in touch to assist in setting up any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Location: New York, NY

Business: Howden Private Capital

Team: Operations