Client Service Specialist, Surety - Insurance Advisory Solutons, West
About The Position
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.The Sr. Client Service Specialist, Commercial Risk 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.
Requirements
- Excellent verbal and written communication skills
- Ability to manage and prioritize multiple tasks, demonstrating superb organizational skills
- Bachelor's degree in Business, Finance, or related field
- At least 4 years of experience in the surety or insurance industry, preferably in an account management role
- Proficient in MS Office Suite (Word, Excel, Outlook, PowerPoint)
- Ability to learn any firm-related software quickly and efficiently
- Maintain insurance license as required by the State, or ability to obtain license within first 90 days of employment.
Responsibilities
- Maintain and manage a portfolio of surety accounts, ensuring client satisfaction
- Analyze client businesses and assess their surety bonding needs
- Establish and maintain strong relationships with clients, underwriters, and other stakeholders
- Coordinate with underwriters and clients to facilitate the issuance, renewal, and modification of surety bonds
- Assist clients in securing the suitable surety bonds and ensuring they fully understand the bond's terms and conditions
- Ensure all client queries are promptly addressed, providing excellent client service
- Maintain accurate and up-to-date client records and documentation
- Keep abreast of industry trends and regulatory changes that could impact surety products
- Collaborate with sales teams to identify opportunities for new business
- Assist in the resolution of any surety claim issues and participate in the recovery process, if needed
- Prepares premium allocations.
- Prepares and updates draft renewal proposals.
- Prepares documents for presenting risks to market.
- Prepares applications, summaries of insurance, and other coverage related documents.
- Assists client service teams in the preparation of presentation materials.
- Analyzes and summarizes complex data and compiles reports without supervision.
- Records data into appropriate insurance company and firm software programs.
- Processes complex audits and complete audit worksheets.
- Reviews contract requirements for complex cert requests.
- Reviews quotes in depth.
- Quotes flood and builder's risks policies as requested by an Account Manager.
- Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
- Handles the renewing of bonds and flood policies.
- Identifies and follow up on binding subjectivities.
- Trains and mentors other Analysts.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
