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Sr. Client Service Specialist, Commercial Risk - Innovation Practice

The Baldwin Group • Remote, US • published 2026-10-10 03:03:06.998800

Description

**POSITION SUMMARY:** --------------------- 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 ...

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