Support impairment follow-up efforts and project status tracking.
Support AEs with forecasting risk improvement through what if tool, ERR aggregation, etc.
30% Engineering Workflow & Report Support
Assist with engineering report configuration, processing, and quality review activities.
Support indexing, account maintenance, contact management, and other activities necessary to maintain accurate engineering and underwriting information.
Support Account Engineers by preparing account information packages, presentation materials, and meeting support documentation.
Partner with Account Engineers to conduct post-renewal account reviews, ensuring client records, servicing plans, portal contacts, report configurations, location data, and engineering information remain accurate and aligned with account strategy.
15% Client & Portal Engagement
Support FM's Portal-First philosophy by assisting Account Engineers with client follow-up activities related to engineering recommendations, projects, impairments, and account initiatives.
Aids clients in their understanding of how to maintain accurate site, contact, and organizational information within FM Portal.
Partner with clients and brokers to promote adoption of self-service portal capabilities and digital workflows.
Monitor and help resolve client questions related to engineering information and portal functionality.
15% Process Improvement & Technology Enablement
Utilize Microsoft 365 tools, including Copilot, Teams, Excel, Outlook, PowerPoint, and Word to improve productivity and streamline workflows.
Identify opportunities to automate recurring administrative activities and enhance team efficiency.
Support adoption of digital tools and best practices across the engineering team.
Contribute ideas that improve client experience, reporting quality, and operational effectiveness.
Qualifications
Required
3+ years of experience supporting technical, operational, or client-facing teams.
Strong organizational skills with the ability to manage multiple priorities simultaneously.
Excellent attention to detail and commitment to data quality and accuracy.
Strong written and verbal communication skills.
Demonstrated ability to work independently while collaborating effectively within a team environment.
Customer-focused mindset with a proactive approach to problem solving.
Preferred
Bachelor's degree or equivalent work experience.
Experience in insurance, engineering, risk management, financial services, or a related professional services environment.
Advanced proficiency with Microsoft 365 applications, including Outlook, Teams, Excel, PowerPoint, and Word.
Experience using Microsoft Copilot, workflow automation tools, data management systems, or other productivity technologies.
Ability to learn new systems quickly and identify opportunities to improve processes through technology.
What Success Looks Like
Successful AEAs are trusted partners who
Serves as a trusted operational partner who maintains account accuracy, supports risk improvement execution, and ensures engineering workflows are completed efficiently.
Helps maintain clean, well-serviced accounts through proactive post-renewal reviews, data stewardship, and workflow follow-up.
Proactively support follow-up on risk improvement efforts and account activities.
Leverage technology, automation, and digital tools to improve team productivity and client experience.
Required
3+ years of experience supporting technical, operational, or client-facing teams.
Strong organizational skills with the ability to manage multiple priorities simultaneously.
Excellent attention to detail and commitment to data quality and accuracy.
Strong written and verbal communication skills.
Demonstrated ability to work independently while collaborating effectively within a team environment.
Customer-focused mindset with a proactive approach to problem solving.
Preferred
Bachelor's degree or equivalent work experience.
Experience in insurance, engineering, risk management, financial services, or a related professional services environment.
Advanced proficiency with Microsoft 365 applications, including Outlook, Teams, Excel, PowerPoint, and Word.
Experience using Microsoft Copilot, workflow automation tools, data management systems, or other productivity technologies.
Ability to learn new systems quickly and identify opportunities to improve processes through technology.
What Success Looks Like
Successful AEAs are trusted partners who
Serves as a trusted operational partner who maintains account accuracy, supports risk improvement execution, and ensures engineering workflows are completed efficiently.
Helps maintain clean, well-serviced accounts through proactive post-renewal reviews, data stewardship, and workflow follow-up.
Proactively support follow-up on risk improvement efforts and account activities.
Leverage technology, automation, and digital tools to improve team productivity and client experience.
