Sr. Client Service Specialist, Commercial Risk - Founder Shield

The Baldwin Group

Remote
Remote
Analyze client data
Evaluate client needs
Create risk management solutions
The Baldwin Group is seeking a Sr. Client Service Specialist for Commercial Risk to work remotely. The role involves analyzing client data, managing policy activities, and cultivating relationships with insurance partners while demonstrating strong client service and problem-solving skills

Job Summary

  • The Sr Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals.
  • Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
  • Presents new business and renewal risks to the insurance marketplace for quoting.

Matching Summary

Match Score: 85

The Baldwin Group is seeking a Sr. Client Service Specialist for Commercial Risk to work remotely. The role involves analyzing client data, managing policy activities, and cultivating relationships with insurance partners while demonstrating strong client service and problem-solving skills.

Skills & Requirements

Must-have

  • analyze client data
  • evaluate client needs
  • create risk management solutions
  • manage policy activity
  • present risks to insurance marketplace
  • cultivate relationships with insurance partners
  • intermediate to advanced Microsoft Office skills

Nice-to-have

  • excellent client service skills
  • problem-solving skills
  • team environment comfort
  • develop deep understanding of accounts

Key Requirements

  • At least 2 years’ relevant experience
  • Bachelor’s degree preferred
  • Current P&C license or willingness to obtain
  • Effective presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter