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Company

Baldwin Risk Partners · 1 day ago

Client Service Specialist, Private Risk - Insurance Advisory Solutions

United States

Full-time

Remote

Entry Level

1+ years exp

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Work & Life Balance

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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

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Microsoft Office SuiteInsurance industry experienceLicenses in insurance

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