Sr. Client Service Specialist, Commercial Risk - Ias, Southwest

The Baldwin Group

Southwest, USA
**
Analyze client data
Evaluate client needs
Create risk management solutions
** The Baldwin Group is seeking a Sr. Client Service Specialist to join their team in the Southwest USA to manage client accounts and facilitate risk management solutions. The ideal candidate will have at least two years of relevant experience and a strong client service orientation, as well as proficiency in Microsoft Office applications. **

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.
  • Exhibits excellent client service and problem-solving skills, and can comfortably work in a team environment.

Matching Summary

Match Score: 75

** The Baldwin Group is seeking a Sr. Client Service Specialist to join their team in the Southwest USA to manage client accounts and facilitate risk management solutions. The ideal candidate will have at least two years of relevant experience and a strong client service orientation, as well as proficiency in Microsoft Office applications. **

Skills & Requirements

Must-have

  • Analyze client data
  • Evaluate client needs
  • Create risk management solutions
  • Gather renewal information
  • Deliver renewals and binders
  • Manage policy activity
  • Present risks to marketplace
  • Cultivate relationships with partners

Nice-to-have

  • Holistic and tailored approach
  • Invaluable expansion of business
  • Highly differentiated culture

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter