Baldwin Risk Partners, LLC
Sr. Client Service Specialist, Transactional Surety Center of Excellence, IAS -
Baldwin Risk Partners, LLC, Tustin, California, United States, 92681
Sr. Client Service Specialist, Transactional Surety Center of Excellence, IAS - West page is loaded## Sr. Client Service Specialist, Transactional Surety Center of Excellence, IAS - Westremote type:
Remotelocations:
Tustin, California, UStime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR108986The 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, Commercial Risk 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:* 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.* Assists client service teams in the preparation of presentation materials.* Analyzes and summarizes complex data and compiles reports without supervision.* Records data into appropriate insurance company and firm software programs.* Processes complex audits and complete audit worksheets.* Reviews contract requirements for complex cert requests.* Reviews quotes in depth.* Quotes flood and builder's risks policies as requested by an Account Manager.* Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk* Handles the renewing of bonds and flood policies.* Identifies and follow up on binding subjectivities.* Trains and mentors other Analysts.* 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.## EDUCATION AND EXPERIENCE REQUIREMENTS:* Experience (years and type of experience): 2 years’ experience in the insurance industry required; 3+ years’ experience in the insurance industry preferred* Certification(s): None required; None preferred* License(s): 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; 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 preferred## KNOWLEDGE, SKILLS, AND ABILITIES 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.* Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture## TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:* 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## 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 accommodations to applicants and colleagues who need them for medical or religious reasons.## EEOC (STATEMENT):* BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.## PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:* 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.* Assists client service teams in the preparation of presentation materials.* Analyzes and summarizes complex data and compiles reports without supervision.* Records data into appropriate insurance company and firm software programs.* Processes complex audits and complete audit worksheets.* Reviews contract requirements for complex cert requests.* Reviews quotes in depth.* Quotes flood and builder's risks policies as requested by an Account Manager.* Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk* Handles the renewing of bonds and flood policies.* Identifies and follow up on binding subjectivities.* Trains and mentors other Analysts.* 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.## MANAGEMENT AND SUPERVISORY SCOPE:* Insert## FINANCIAL AND BUDGET ACCOUNTABILITY:* Yes/NoClick
for some insight into our culture!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.The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams.
We Protect the Possible.*The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.* #J-18808-Ljbffr
Remotelocations:
Tustin, California, UStime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR108986The 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, Commercial Risk 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:* 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.* Assists client service teams in the preparation of presentation materials.* Analyzes and summarizes complex data and compiles reports without supervision.* Records data into appropriate insurance company and firm software programs.* Processes complex audits and complete audit worksheets.* Reviews contract requirements for complex cert requests.* Reviews quotes in depth.* Quotes flood and builder's risks policies as requested by an Account Manager.* Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk* Handles the renewing of bonds and flood policies.* Identifies and follow up on binding subjectivities.* Trains and mentors other Analysts.* 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.## EDUCATION AND EXPERIENCE REQUIREMENTS:* Experience (years and type of experience): 2 years’ experience in the insurance industry required; 3+ years’ experience in the insurance industry preferred* Certification(s): None required; None preferred* License(s): 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; 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 preferred## KNOWLEDGE, SKILLS, AND ABILITIES 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.* Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture## TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:* 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## 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 accommodations to applicants and colleagues who need them for medical or religious reasons.## EEOC (STATEMENT):* BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.## PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:* 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.* Assists client service teams in the preparation of presentation materials.* Analyzes and summarizes complex data and compiles reports without supervision.* Records data into appropriate insurance company and firm software programs.* Processes complex audits and complete audit worksheets.* Reviews contract requirements for complex cert requests.* Reviews quotes in depth.* Quotes flood and builder's risks policies as requested by an Account Manager.* Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk* Handles the renewing of bonds and flood policies.* Identifies and follow up on binding subjectivities.* Trains and mentors other Analysts.* 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.## MANAGEMENT AND SUPERVISORY SCOPE:* Insert## FINANCIAL AND BUDGET ACCOUNTABILITY:* Yes/NoClick
for some insight into our culture!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.The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams.
We Protect the Possible.*The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.* #J-18808-Ljbffr