Senior Commercial Risk Client Specialist

The Baldwin Group; Oregon; Ibrido; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

The Baldwin Group in Oregon seeks a Sr Client Service Specialist, Commercial Risk to analyze client data, assess needs, and help design effective risk management solutions that meet clients' financial goals and protect their interests.

You will support advisors and service teams by preparing renewal proposals, allocating premiums, compiling audits, and coordinating presentations. The role also involves data analysis, reporting, and mentoring junior analysts in a fast‑paced environment.

Competenze

• 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.
• Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture.

Mansioni

• 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.

Conoscenze

Analytical skills

Attention to detail

Verbal communication

Written communication

Multi-tasking

Strumenti

Word

Excel

PowerPoint

Outlook

Descrizione del lavoro

The Baldwin Group in Oregon seeks a Sr Client Service Specialist, Commercial Risk to analyze client data, assess needs, and help design effective risk management solutions that meet clients' financial goals and protect their interests.

You will support advisors and service teams by preparing renewal proposals, allocating premiums, compiling audits, and coordinating presentations. The role also involves data analysis, reporting, and mentoring junior analysts in a fast‑paced environment.