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Commercial Risk Client Advisor

2 months ago

Tustin, California, United States Baldwin Risk Partners Full time


Baldwin Risk Partners is a distinguished team of skilled risk advisors dedicated to addressing the most significant challenges your organization may encounter.

Our knowledgeable consultants conduct thorough evaluations of your business and circumstances to devise innovative, comprehensive, and cost-efficient solutions tailored specifically for you.

With over 35 years of experience, the groundbreaking programs and tangible results we have achieved for our clients have established us as a leader in partner loyalty and longevity.

We offer a full spectrum of commercial insurance products and services, including loss prevention and claims consulting, risk management, and personal insurance for successful individuals and families.

We take pride in being recognized as one of the premier workplaces in the region.

Additionally, we are consistently acknowledged as one of the leading independent insurance agencies in the industry.

POSITION SUMMARY:

The Senior Client Service Associate, Commercial Risk collaborates closely with advisors, specialists in various lines of business, and dedicated client service professionals to analyze client information, assess needs, and assist in developing effective risk management strategies aimed at achieving clients' financial objectives.

PRIMARY RESPONSIBILITIES:
  • Prepares premium allocations.
  • Drafts and updates renewal proposals.
  • Creates documents for presenting risks to the market.
  • Prepares applications, summaries of insurance, and other coverage-related documents.
  • Supports client service teams in the development of presentation materials.
  • Analyzes and summarizes complex data and compiles reports independently.
  • Records data into appropriate insurance company and firm software systems.
  • Processes intricate audits and completes audit worksheets.
  • Reviews contract requirements for complex certification requests.
  • Conducts in-depth reviews of quotes.
  • Quotes flood and builder's risk policies as requested by an Account Manager.
  • Handles processed-based quoting for assigned accounts.
  • Manages the renewal of bonds and flood policies.
  • Identifies and follows up on binding subjectivities.
  • Trains and mentors junior Analysts.
  • Completes special projects as assigned.
  • Seeks opportunities to enhance the firm, business segment, and processes.
  • Brings issues and discrepancies to the attention of appropriate leadership.


EDUCATION AND EXPERIENCE REQUIREMENTS:
  • Experience: Minimum of 2 years in the insurance sector required; 3+ years preferred.
  • Certification: None required; none preferred.
  • Licenses: Must maintain all licenses as mandated by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates or be willing to obtain all necessary licenses within the first 90 days of employment.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
  • Strong analytical, research, and problem-solving abilities.
  • High attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to multitask and work effectively in a dynamic team environment.

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
  • Intermediate to advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to learn any other relevant software systems utilized by the firm as necessary.

OTHER REQUIREMENTS:
  • None.

SPECIAL WORKING CONDITIONS:
  • Fast-paced, multitasking environment.

IMPORTANT NOTICE:


This position description is intended to outline the level of work required of the individual performing in this role and is not a contract.

The essential responsibilities are detailed; other duties may be assigned as needs arise or as required to support the organization.

All requirements may be subject to reasonable accommodations for applicants and colleagues who need them for medical or religious reasons.


EEOC (STATEMENT):

Baldwin Risk Partners 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 individuals involved in the operations of the firm are prohibited from engaging in this conduct.


The starting pay is competitive and negotiable upon the time of offer.