Senior Client Service Specialist - Traditional

November 13

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The Baldwin Group

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Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000 employees

Founded 2011

💸 Finance

Description

• Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed. • Manages all policy activity aspects of assigned accounts including endorsements and invoicing. • Presents new business and renewal risks to the insurance marketplace for quoting. • Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims. • Responsible for developing deep understanding of assigned accounts and placement strategy. • Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes. • Exhibits excellent client service and problem-solving skills. • Can comfortably work in a team environment. • Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

Requirements

• A Bachelor’s degree is preferred. • At least 2 years’ relevant experience. • Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses. • Demonstrates effective presentation skills through verbal and written communications. • Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.