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The Baldwin Group · 1 day ago

Client Service Specialist, Commercial Risk - IAS Northeast

Kingston, MA

Full-time

Onsite

Entry Level

$55K/yr - $55K/yr

1+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Client Service Specialist will work closely with advisors and client servicing professionals to analyze data and create effective risk management solutions for clients.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Jessica La Salvia

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

Qualification

Analytical skillsMicrosoft Office SuiteVerbal communicationWritten communicationMulti-taskingProblem-solving skillsAttention to detailTeamwork

Required

1 year of experience in the insurance industry required

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

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

Preferred

2+ years of experience in the insurance industry preferred

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