Client Relations Specialist, Private Risk

3 weeks 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."

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:

•Fast paced multi-tasking environment

The starting pay is $26.00 - $31.00 USD Hourly plus. Salary is negotiable upon time of offer.

Click here for some insight into our culture

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