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The Baldwin Group · 1 day ago

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

Houston, TX

Full-time

Hybrid

Senior Level

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Sr. Client Service Specialist, Commercial Risk will work closely with advisors and client servicing professionals to analyze client data and create effective risk management solutions.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Qualification

P&C licenseAnalytical skillsMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookDetail orientationMulti-taskingVerbal communicationWritten communicationProblem-solving

Required

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

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011