The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Sr. Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals.
PRIMARY RESPONSIBILITIES:
- 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.
KNOWLEDGE, SKILLS & ABILITIES:
- 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.
EDUCATION & EXPERIENCE:
- A Bachelorâs degree is preferred.
- At least 2 yearsâ 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 organizationâs core values, exuding behavior that is aligned with corporate culture.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.