Senior Client Service Specialist, Commercial Risk – Innovation Practice

The Baldwin Group

. Works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data and evaluate needs .

Posted 10/9/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and problem-solving skills while effectively managing client data and preparing comprehensive insurance documents. Proficient in Microsoft Office Suite and capable of training and mentoring team members in a fast-paced insurance environment.

Highest-signal resume keywords

Insurance Industry ExperienceAnalytical SkillsMicrosoft Office Suite ProficiencyClient Data AnalysisTraining and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisRisk Management SolutionsPremium Allocation PreparationAudit ProcessingQuote ReviewCertificate Request ReviewPolicy QuotingDocument PreparationReport CompilationMulti-tasking

Soft Skills

Attention to DetailVerbal CommunicationWritten CommunicationTeam CollaborationProblem-Solving

Tools & Technologies

Insurance Company SoftwareFirm Software ProgramsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

State Department of Insurance Licenses

Industry Keywords

Financial Risk TransferClient ServicingInsurance ProposalsAudit WorksheetsBondsFlood PoliciesBuilders' Risk PoliciesRenewal ProposalsMarket PresentationProcess Improvement

About the role

Key responsibilities & impact

Works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data and evaluate needs
Helps create effective risk management solutions designed to meet clients’ financial goals
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 with presentation materials
Analyzes and summarizes complex data and compiles reports without supervision
Records data in insurance company and firm software programs
Processes complex audits and completes audit worksheets
Reviews contract requirements for complex certificate requests
Reviews quotes in depth
Quotes flood and builders’ risk policies as requested by an Account Manager
Handles process-based quoting for assigned books, including NFIP, bonds, and small builders’ risk
Renews bonds and flood policies
Identifies and follows up on binding subjectivities
Trains and mentors other Analysts
Completes special projects as assigned
Identifies opportunities to improve the firm, business segment, and processes
Brings issues and discrepancies to appropriate leadership

Requirements

What you’ll need

2 years’ experience in the insurance industry required; 3+ years’ experience preferred
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
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 and behavior aligned with the firm’s culture
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn other appropriate programs or software systems used by the firm
Fast-paced multi-tasking environment