Position Details

Type Full-Time

Experience mid

Exp. Years 2 years

Education Not specified

Category Customer Success & Support

About this role

Sr. Client Service Specialist, Commercial Risk at The Baldwin Group provides client servicing for commercial risk, analyzes client data, and prepares premium allocations, renewal proposals, and risk-related documents in a remote insurance environment.

Key Responsibilities

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.
Analyzes and summarizes complex data and compiles reports without supervision.

Technical Overview

Requires MS Office proficiency (Word, Excel, PowerPoint, Outlook) and ability to process audits, quotes, NFIP, flood policies, and licensing documentation.

Ideal Candidate

The ideal candidate is an insurance professional with 2+ years in commercial risk, licensing readiness, and strong data analysis and client communication skills. They should be detail-oriented and capable of handling premium allocations, renewal proposals, and audits in a remote environment.

Must-Have Skills

Experience (years and type of experience): 2 years’ experience in the insurance industry required; 3+ years’ experience in the insurance industry preferredCertification(s): None required; None preferredLicense(s): Maintains all licenses as required by the State Department of Insurance to provide serviceconsultationand 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

Tools & Platforms

Microsoft Office Suite

Required Skills

Strong analyticaldata analysisMS OfficeWordExcelOutlookaudit worksheetsinsurance knowledgepremium allocationsrenewal proposalsNFIPflood policiesquotesbonds

Hard Skills

Microsoft Office SuiteWordExcelPowerPointOutlookdata analysisaudit worksheetsinsurance knowledgequotesNFIPbondsflood policies

Soft Skills

strong analyticalresearch and problem-solving skillshigh attention to detailstrong verbal and written communications skillsability to multi-taskfast-paced team environment

Industry & Role

Industry Insurance

Job Function Analyze client data and prepare risk management documents to support commercial insurance solutions.

Role Subtype Client Service

Keywords for Your Resume

Sr. Client Service SpecialistCommercial Riskinsurancepremium allocationsrenewal proposalsinsurance quotesflood policiesNFIPbondsaudit worksheetscert requestsMS OfficeWordExcelPowerPointOutlookdata analysisinsurance industrylicenseState Department of Insuranceclient servicingquotesMicrosoft Office

Deal Breakers

2 years’ experience in the insurance industry is required, Must maintain or obtain required licenses within 90 days

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