Client Service Specialist, Surety - IAS, West

Baldwin Group Colleague•Tustin, CA

2d•Onsite

About The Position

The 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. This role operates in a fast-paced, multi-tasking environment within The Baldwin Group, an award-winning insurance brokerage firm.

Requirements

1 year of experience in the insurance industry required
Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
Strong analytical, research and problem-solving skills.
High attention to detail.
Strong verbal and written communications skills.
Ability to multi-task and work effectively in a fast-paced team environment.
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

Nice To Haves

2+ years of experience in the insurance industry preferred

Responsibilities

Prepares documents for presenting risks to market.
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
Prepares and updates draft renewal proposals.
Assists client service teams in the preparation of presentation materials.
Analyzes and summarizes complex data and compiles reports with supervision.
Records data into appropriate insurance company and firm software programs.
Runs cancellation and expiration reports.
Processes and completes endorsements and audits.
Processes Notices of Cancellations.
Requests Loss Runs.
Quotes flood and builder's risks policies as requested by an Account Manager.
Handles the renewing of bonds and flood policies.
Completes special projects as assigned.
Looks for opportunities to improve the firm, business segment and processes.
Brings issues and discrepancies to the attention of appropriate leadership.