The Baldwin Group · 7 hours ago
Client Service Specialist, Commercial Risk - Insurance Advisory Solutions
United States
Full-time
Remote
Entry Level
1+ years expThe Baldwin Group is a company focused on providing insurance advisory solutions. They are seeking a Client Service Specialist to work closely with advisors and client servicing professionals to analyze client data and create effective risk management solutions.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Prepares documents for presenting risks to market
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
Prepares and updates draft renewal proposals
Assists client service teams in the preparation of presentation materials
Analyzes and summarizes complex data and compiles reports with supervision
Records data into appropriate insurance company and firm software programs
Runs cancellation and expiration reports
Processes and completes endorsements and audits
Processes Notices of Cancellations
Requests Loss Runs
Quotes flood and builder's risks policies as requested by an Account Manager
Handles the renewing of bonds and flood policies
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
Required
1 year of 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
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
Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
Preferred
2+ years of 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.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
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