Sr. Client Service Specialist, Commercial Risk - Founder Shield

The Baldwin Group

11d•Remote

About The Position

POSITION SUMMARY: 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

Experience (years and type of experience): 2 years’ experience in the insurance industry required
License(s): 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.
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
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

Nice To Haves

3+ years’ experience in the insurance industry preferred
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 preferred

Responsibilities

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.