Client Success Specialist, Commercial Risk

The Baldwin Group

. Deliver on Stewardship Promises by owning assigned tasks, meeting due dates, and tracking progression within the Agency Management System .

Posted 11/10/2026full-timeTustin • California • United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial insurance processes, policy administration, and compliance activities while effectively managing client relationships and delivering high-quality service. Proficient in utilizing Agency Management Systems and Microsoft Office tools to support operational efficiencies and accurate documentation.

Highest-signal resume keywords

Commercial Insurance ExperienceAgency Management Systems ProficiencyProperty & Casualty Insurance LicensesMicrosoft Excel SkillsStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial Insurance CoveragesPolicy ProcessesRegulatory RequirementsRenewal WorkflowsData ValidationTechnical Document AuditingProcess ImprovementClient ServiceWorkflow ManagementDiscrepancy Resolution

Soft Skills

Attention to DetailIndependent JudgmentProblem-SolvingCross-Functional CoordinationDiscretion

Tools & Technologies

Agency Management SystemsApplied EpicMicrosoft OfficeAI-Enabled ToolsDigital Workflow Platforms

Certifications & Qualifications

Insurance Licenses

Industry Keywords

Insurance BrokerageClient Service RoleRenewal ActivitiesCompliance ActivitiesCertificate of Insurance Issuance

About the role

Key responsibilities & impact

Deliver on Stewardship Promises by owning assigned tasks, meeting due dates, and tracking progression within the Agency Management System
Independently lead process execution and cross-functional coordination for assigned clients
Oversee renewal deliverables and ensure accurate and timely execution of renewal activities
Identify discrepancies, determine root causes, resolve issues, or escalate appropriately
Support compliance activities, including certificate of insurance issuance, policy documentation, and regulatory notices
Maintain complete and accurate records across systems, files, and client documentation
Coordinate with carriers, vendors, internal teams, and third-party providers to resolve escalated issues
Advise internal colleagues and third-party partners on complex situations and formulate recommendations
Prepare renewal materials, coverage summaries, certificate instructions, claims updates, and policy administration messages
Identify and contribute to process efficiencies and improvements
Support retention and growth of an assigned book of business through accurate policy administration and high-quality client service
Participate in renewal calls and client meetings as a knowledgeable point of contact

Requirements

What you’ll need

Bachelor's degree in business, finance, insurance, or a related field preferred
1-3+ years of commercial insurance experience in a brokerage, carrier, or other client service role
Must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served, such as applicable Property & Casualty insurance licenses
Working knowledge of commercial insurance coverages, policy processes, regulatory requirements, and renewal workflows
Familiarity with insurance technology systems, basic data interfaces, and Agency Management Systems
Microsoft Office skills, particularly Excel, including formulas, lookups, pivot tables, and data validation; proficiency in Word and PowerPoint
Strong verbal and written communication skills
Ability to independently evaluate complex service situations and exercise discretion and independent judgment
Attention to detail and ability to audit and refine technical documents for accuracy
Familiarity with commercial insurance processes and renewal workflows
Previous experience working with offshore teams or shared service centers preferred
Proficiency in Agency Management Systems such as Applied Epic, Microsoft Excel, AI-enabled tools, and digital workflow platforms
Ability to manage workflows across different time zones and delivery models