Sr. Client Service Specialist

2 weeks ago

Houston, United States Baldwin Risk Partners Full time

The 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.

POSITION SUMMARY:

  • The Sr. Client Service Specialist works closely with Advisors, Client Managers, and the Director of New Business Management to help facilitate the prospect to a new client via BOR, Submission or Risk Map in a timely and accurate manner
PRIMARY RESPONSIBILITIES:
  • Monitors the CRMG New Business Unit Inbox.
  • Prepares and organizes submitted documents in Teams & EPIC.
  • Creates Account Summaries to assist the New Business Team and Advisors in analyzing prospects current insurance program.
  • Enters new Prospect into EPIC.
  • Creates Activities & Policy/Marketing shells in EPIC to monitor the BOR, Submission & Risk Map process.
  • Uploads Policies, Notes, Loss Runs, and necessary attachments into EPIC.
  • Orders Loss Runs, as needed
  • Creates Loss Summaries.
  • Updates and maintains current carrier access spreadsheet.
  • Records data in appropriate firm software programs.
  • Completes special projects as assigned by Director or Client Managers.
  • Looks for opportunities to improve the New Business Unit's processes and procedures. Brings issues and discrepancies to the attention of appropriate leadership.
EDUCATION AND EXPERIENCE REQUIREMENTS:
  • Obtain/maintain a current state P&C license, as required by the State Department of Insurance to service client.
  • A detail orientation and strong analytical, research and problem-solving skills.
  • Strong verbal and written communications skills.
  • Moderate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software systems.
  • Able to prioritize multiple tasks.
  • Must demonstrate core values, exuding behavior aligned with the firms' culture.
OTHER REQUIREMENTS:
  • None
SPECIAL WORKING CONDITIONS:
  • Fast paced multi-tasking environment
  • Hybrid position, onsite in Houston 2x per week
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.


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