Remote Insurance Client Services Specialist

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

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.