Senior Commercial Risk Client Services Leader

The Baldwin Group; Boston (MA); On-site; USD 54,000 - 66,000; Full time

Job summary

The Baldwin Group is seeking a Sr Client Service Specialist, Commercial Risk in Boston to analyze client data, evaluate needs, and help design effective risk management solutions aligned with clients’ financial goals.

The role requires 2+ years in the insurance industry, with licensing maintained or obtained within 90 days. You will work with advisors and client servicing teams to prepare materials, review data, and support renewal and risk presentation processes.

Qualifications

• 2 years’ experience in the insurance industry is required; 3+ years preferred.
• Licensing: maintain state licenses as required within the first 90 days of employment per state rules.

Responsibilities

• Prepares premium allocations.
• Prepares and updates draft renewal proposals.
• Prepares documents for presenting risks to market.
• Prepares applications, summaries of insurance, and other coverage related documents.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports without supervision.
• Records data into appropriate insurance company and firm software programs.
• Processes complex audits and complete audit worksheets.
• Reviews contract requirements for complex cert requests.
• Reviews quotes in depth.
• Quotes flood and builder's risks policies as requested by an Account Manager.
• Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
• Handles the renewing of bonds and flood policies.
• Identifies and follow up on binding subjectivities.
• Trains and mentors other Analysts.
• 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.

Skills

Analytical skills

Attention to detail

Verbal and written communication

Multi-tasking

Team collaboration

Tools

Microsoft Office Suite

Job description

The Baldwin Group is seeking a Sr Client Service Specialist, Commercial Risk in Boston to analyze client data, evaluate needs, and help design effective risk management solutions aligned with clients’ financial goals.

The role requires 2+ years in the insurance industry, with licensing maintained or obtained within 90 days. You will work with advisors and client servicing teams to prepare materials, review data, and support renewal and risk presentation processes.