Client Service Specialist, Commercial Risk - Founder Shield

Baldwin Group Colleague, Inc.; Ashburn (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

The Baldwin Group is seeking a Client Service Specialist to work with advisors and client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions for financial goals.

The role involves preparing insurance documents, renewal proposals, and presentation materials, plus data entry and reporting. Licenses may be required within 90 days, with opportunities to improve processes and service quality.

Qualifications

• 1 year of experience in the insurance industry required; 2+ years preferred.
• Licensing requirements per state; willingness to obtain licenses within 90 days.

Responsibilities

• Prepares documents for presenting risks to market.
• Prepares applications and coverage documents.
• Updates draft renewal proposals.
• Assists client service teams in creating presentation materials.
• Analyzes and summarizes complex data and compiles reports.
• Enters data into insurance company and firm software.
• Runs cancellation and expiration reports.
• Quotes flood and builder's risk policies as requested by an Account Manager.
• Handles renewal of bonds and flood policies.
• Looks for opportunities to improve the firm, business segment and processes.

Skills

Analytical skills

Research skills

Problem solving

Attention to detail

Verbal and written communication

Multitasking

MS Office

Learning new systems

Tools

Microsoft Office Suite

Firm software systems

Job description

JOB DESCRIPTION SUMMARY: The Client Service Specialist works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals.

PRIMARY 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.

KNOWLEDGE, SKILLS & ABILITIES

• 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

EDUCATION & EXPERIENCE

1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred Certification(s): None required; None preferred License(s): 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.

OTHER

Fast paced multi-tasking environment #LI-JL1 #LI-REMOTE

IMPORTANT NOTICE

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.