Client Service Specialist, Commercial Risk

1 month ago

Tustin, United States Baldwin Risk Partners Full time

Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over 35 years, the innovative programs and bottom-line results we've secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.

We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families.

We are proud to have been named one of Orange County's "Best Places to Work" by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."

POSITION SUMMARY:

  • The 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 documents for presenting risks to market.
  • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
  • Prepares and updates draft renewal proposals.
  • Assists client service teams in the preparation of presentation materials.
  • Analyzes and summarizes complex data and compiles reports with supervision.
  • Records data into appropriate insurance company and firm software programs.
  • Runs cancellation and expiration reports.
  • Processes and completes endorsements and audits.
  • Processes Notices of Cancellations.
  • Requests Loss Runs.
  • Quotes flood and builder's risks policies as requested by an Account Manager.
  • Handles the renewing of bonds and flood policies.
  • 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): 1 year of experience in the insurance industry required; 2+ years of 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
OTHER REQUIREMENTS:
  • None
SPECIAL WORKING CONDITIONS:
  • Fast paced multi-tasking environment
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.


The starting pay is $25.00 - $30.00 USD Hourly plus. Salary is negotiable upon time of offer.

#LI-MD1

#LI-hybrid

IND1

Click here for some insight into our culture

  • Sr Client Service Specialist, Commercial Risk

    5 months ago

    Tustin, United States Baldwin Risk Partners Full time

    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. POSITION SUMMARY: The Sr Client Service Specialist, Commercial Risk...

  • Client Service Specialist, Commercial Risk

    4 weeks ago

    Tustin, United States Vibrant Full time

    Client Service Specialist, Commercial Risk - Burnham WGB Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over...

  • Commercial Risk Leader

    1 week ago

    Tustin, California, United States Baldwin Risk Partners Full time

    Baldwin Risk Partners is a team of expert risk consultants dedicated to delivering innovative solutions to businesses.Our team assesses each client's unique situation to develop tailored, cost-effective strategies that drive results.With over 35 years of experience, we've earned a reputation for partner loyalty and longevity.We provide a comprehensive range...

  • Risk Management Specialist

    4 weeks ago

    Tustin, California, United States Baldwin Risk Partners Full time

    Job Title: Senior Claims ConsultantBaldwin Risk Partners is a leading provider of risk management solutions, and we are seeking a highly skilled Senior Claims Consultant to join our team.Job Summary:The Senior Claims Consultant will be responsible for managing insurance claims on an individual and portfolio level for our clients, providing expert advice and...

  • Commercial Risk Leader

    1 week ago

    Tustin, California, United States BRP Group, Inc. Full time

    At BRP Group, Inc., we're seeking a seasoned professional to lead our client experience team. As a Commercial Risk Leader, you'll be responsible for delivering world-class service to our clients, identifying key performance metrics, and driving business growth and innovation.Key Responsibilities:Lead the execution of client segmentation strategy to ensure...

  • Senior Risk Consultant

    5 days ago

    Tustin, California, United States Baldwin Risk Partners Full time

    Baldwin Risk Partners is a team of dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization.Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are tailored to your needs.With over 35 years of experience, our innovative programs...

  • Risk Mitigation Specialist

    3 weeks ago

    Tustin, California, United States Baldwin Risk Partners Full time

    About the RoleBaldwin Risk Partners is a leading provider of risk management solutions, and we're seeking a skilled Risk Mitigation Consultant to join our team.As a Risk Mitigation Consultant, you will play a critical role in helping our clients identify and mitigate potential risks, ensuring their businesses remain resilient and competitive.Key...

  • Client Experience Director

    1 month ago

    Tustin, California, United States Baldwin Risk Partners Full time

    About the RoleBaldwin Risk Partners is a team of dedicated risk consultants who excel at solving complex challenges for our clients.We assess our clients' businesses and situations to develop innovative, comprehensive, and cost-effective solutions that meet their unique needs.With over 35 years of experience, our expert advisors have earned a reputation for...

  • Risk Management Specialist

    2 weeks ago

    Tustin, California, United States Baldwin Risk Partners Full time

    Job Title: Risk Mitigation ConsultantBaldwin Risk Partners is a leading provider of risk management solutions, and we are seeking a highly skilled Risk Mitigation Consultant to join our team.As a Risk Mitigation Consultant, you will play a critical role in helping our clients identify and mitigate potential risks, ensuring their businesses remain resilient...

  • Risk Mitigation Specialist

    4 weeks ago

    Tustin, California, United States Baldwin Risk Partners Full time

    Job Title: Risk Mitigation ConsultantBaldwin Risk Partners is seeking a highly skilled Risk Mitigation Consultant to join our Western Region Risk Mitigation Service Team. As a key member of our team, you will assist the Risk Mitigation Services Leader in developing and implementing loss control services and programs.Primary Responsibilities:Provide...

  • Risk Management Specialist

    3 weeks ago

    Tustin, California, United States Baldwin Risk Partners Full time

    About the RoleThe Risk Mitigation Consultant will be part of the Western Region Risk Mitigation Service Team and will assist the Risk Mitigation Services Leader with the development and implementation of loss control services and programs.Key ResponsibilitiesProvides telephonic consultation regarding risk management inquiries and questionsAssist in the...

  • Risk Management Specialist

    2 months ago

    Tustin, California, United States Baldwin Risk Partners Full time

    About the RoleThe Risk Mitigation Consultant will be part of the Western Region Risk Mitigation Service Team and will assist the Risk Mitigation Services Leader with the development and implementation of loss control services and programs.Key ResponsibilitiesProvides telephonic consultation regarding risk management inquiries and questionsAssist in the...

  • Senior Risk Consultant

    1 month ago

    Tustin, California, United States Baldwin Risk Partners Full time

    Job Title: Senior Risk ConsultantBaldwin Risk Partners is a leading provider of risk management solutions, and we are seeking a highly skilled Senior Risk Consultant to join our team.As a Senior Risk Consultant, you will be responsible for managing insurance claims on an individual and portfolio level for our clients, and will utilize your technical...

  • Client Experience Director

    1 month ago

    Tustin, California, United States Baldwin Risk Partners Full time

    About the RoleBaldwin Risk Partners is a leading risk consulting firm that helps organizations navigate complex challenges. As a Client Experience Leader, you will play a critical role in delivering exceptional service to our clients.Key ResponsibilitiesLead a team of colleagues to ensure world-class service to clientsDevelop and implement strategies to...

  • Sales Enablement Specialist

    1 week ago

    Tustin, California, United States Baldwin Risk Partners Full time

    Job SummaryBaldwin Risk Partners is seeking a highly motivated Sales Enablement Specialist to join our team. As a key member of our sales team, you will be responsible for generating new sales opportunities, nurturing existing client relationships, and creating customer-facing presentations.Key ResponsibilitiesProspecting and lead generation through Stratus...

  • Insurance Risk Consultant

    3 weeks ago

    Tustin, California, United States Vibrant Full time

    Job Title: Insurance Risk ConsultantVibrant is seeking a highly skilled Insurance Risk Consultant to join our team. As a key member of our Commercial Risk team, you will be responsible for managing insurance claims and developing risk mitigation strategies for our clients.Key Responsibilities:Prepare documents for presenting risks to marketPrepare...

  • Risk Management Strategist

    1 week ago

    Tustin, California, United States BRP Group, Inc. Full time

    Burnham WGB is a team of skilled risk consultants dedicated to delivering tailored solutions for your organization.We assess your business and situation to develop innovative, cost-effective solutions that meet your unique needs.Our team provides a comprehensive range of commercial insurance products and services, including loss control and claims...

  • Compliance and Risk Management Specialist

    1 week ago

    Tustin, California, United States Families Together of Orange County Full time

    Job Title: Compliance and Risk Management SpecialistAt Families Together of Orange County, we are seeking a highly skilled Compliance and Risk Management Specialist to join our team. This role is responsible for ensuring that our organization adheres to all applicable laws, regulations, and industry standards while minimizing risks to the company.Key...

  • Commercial Credit Analyst

    4 weeks ago

    Tustin, California, United States BankTalent HQ Full time

    Job Title: Commercial Credit AnalystAt BankTalent HQ, we're seeking a skilled Commercial Credit Analyst to join our team. As a Commercial Credit Analyst, you will play a critical role in evaluating the creditworthiness of our clients and making informed decisions about loan approvals.Key Responsibilities:Conduct thorough credit investigations and analyze...

  • Insurance Broker Specialist

    4 weeks ago

    Tustin, California, United States L.G. Cortez Insurance Agency Full time

    Job OpportunityWe are seeking a skilled Commercial Insurance Broker to expand our book of business and provide exceptional service to our clients. As a Commercial Insurance Broker, you will be responsible for selling various types of insurance policies to new and existing companies, developing and calculating suitable plans based on their needs, and...