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The Baldwin Group · 3 days ago

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

Tustin, CA

Full-time

Onsite

Entry, Mid Level

$65K/yr - $65K/yr

2+ years exp

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management solutions. The Sr Client Service Specialist 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

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

Qualification

P&C licenseClient service skillsMicrosoft OfficePresentation skillsTeamwork

Required

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

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

Demonstrates effective presentation skills through verbal and written communications

Demonstrates the organization's core values, exuding behavior that is aligned with corporate 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

Tampa, Florida, USA

1001-5000 employees