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The Baldwin Group · 1 day ago

Sr. Client Service Specialist, Transactional Surety Center of Excellence, IAS - West

Tustin, CA

Full-time

Onsite

Mid, Senior Level

2+ years exp

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

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

Qualification

Insurance industry experienceAnalytical skillsMicrosoft Office SuiteProblem-solving skillsAttention to detailMulti-taskingVerbal communicationWritten communicationTeamworkMentoring

Required

2 years' experience in the insurance industry required

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

Preferred

3+ years' experience in the insurance industry preferred

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