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

The Baldwin Group • Houston, TX

14d

About The Position

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. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Requirements

• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a team environment.
• Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.
• A Bachelor’s degree is preferred.
• At least 2 years’ relevant experience.
• Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
• Demonstrates effective presentation skills through verbal and written communications.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Responsibilities

• Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
• Manages all policy activity aspects of assigned accounts including endorsements and invoicing.
• Presents new business and renewal risks to the insurance marketplace for quoting.
• Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims.
• Responsible for developing deep understanding of assigned accounts and placement strategy
• Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level