Baldwin Risk Partners · 1 day ago

Sr. Client Service Specialist- Traditional- Founder Shield

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Hiring Manager

Danielle Linton

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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

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Client serviceP&C licenseMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Required

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.