Sr Client Service Specialist, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region

Primary Responsibilities

• Gathers information and risk management recommendations for renewals and delivers 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.
• Develops a deep understanding of assigned accounts and placement strategy.
• Cultivates strong relationships with Insurance Company Partners and knows 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 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.
• Demonstrates effective presentation skills through verbal and written communications.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Special Working Conditions

• Fast-paced multi-tasking environment.
• This role follows a hybrid work model, with an expectation of being in the office three (3) days per week, and the remaining days worked remotely.

Starting Salary

$55,000+ and is negotiable at time of offer.

Important Notice

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.