Sr. Client Service Specialist, Commercial Risk - Insurance Advisory Solutions, Southwest

The Baldwin Group•Houston, TX

64d•Hybrid

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. POSITION SUMMARY: The Sr. Client Service Specialist works closely with Advisors, Client Managers, and the Director of New Business Management to help facilitate the prospect to a new client via BOR, Submission or Risk Map in a timely and accurate manner

Requirements

Obtain/maintain a current state P&C license, as required by the State Department of Insurance to service client.
A detail orientation and strong analytical, research and problem-solving skills.
Strong verbal and written communications skills.
Moderate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software systems.
Able to prioritize multiple tasks.
Must demonstrate core values, exuding behavior aligned with the firms’ culture.

Responsibilities

Monitors the CRMG New Business Unit Inbox.
Prepares and organizes submitted documents in Teams & EPIC.
Creates Account Summaries to assist the New Business Team and Advisors in analyzing prospects current insurance program.
Enters new Prospect into EPIC.
Creates Activities & Policy/Marketing shells in EPIC to monitor the BOR, Submission & Risk Map process.
Uploads Policies, Notes, Loss Runs, and necessary attachments into EPIC.
Orders Loss Runs, as needed
Creates Loss Summaries.
Updates and maintains current carrier access spreadsheet.
Records data in appropriate firm software programs.
Completes special projects as assigned by Director or Client Managers.
Looks for opportunities to improve the New Business Unit’s processes and procedures.
Brings issues and discrepancies to the attention of appropriate leadership.