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The Baldwin Group · 1 day ago

Sr. Client Service Specialist, Surety - Insurance Advisory Solutions, West

Tustin, CA

Full-time

Onsite

Mid, Senior Level

$50K/yr - $55K/yr

4+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management solutions. The Sr. Client Service Specialist will manage a portfolio of surety accounts, ensuring client satisfaction and collaborating with various stakeholders to create effective risk management solutions.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Maintain and manage a portfolio of surety accounts, ensuring client satisfaction

Analyze client businesses and assess their surety bonding needs

Establish and maintain strong relationships with clients, underwriters, and other stakeholders

Coordinate with underwriters and clients to facilitate the issuance, renewal, and modification of surety bonds

Assist clients in securing the suitable surety bonds and ensuring they fully understand the bond's terms and conditions

Ensure all client queries are promptly addressed, providing excellent client service

Maintain accurate and up-to-date client records and documentation

Keep abreast of industry trends and regulatory changes that could impact surety products

Collaborate with sales teams to identify opportunities for new business

Assist in the resolution of any surety claim issues and participate in the recovery process, if needed

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

Qualification

Surety industry experienceClient relationship managementMS Office SuiteOrganizational skillsLearn softwareInsurance licenseVerbal communicationWritten communication

Required

Excellent verbal and written communication skills

Ability to manage and prioritize multiple tasks, demonstrating superb organizational skills

Bachelor's degree in Business, Finance, or related field

At least 4 years of experience in the surety or insurance industry, preferably in an account management role

Proficient in MS Office Suite (Word, Excel, Outlook, PowerPoint)

Ability to learn any firm-related software quickly and efficiently

Maintain insurance license as required by the State, or ability to obtain license within first 90 days of employment

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees