Risk Management Specialist, Commercial Division

4 weeks ago

Tampa, Florida, United States Baldwin Risk Partners Full time

The Sr. Client Service Specialist, Commercial Risk at Baldwin Risk Partners 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.


Key Responsibilities:
Prepares premium allocations and updates draft renewal proposals to ensure accurate and timely delivery.
Prepares documents for presenting risks to market, including applications, summaries of insurance, and other coverage-related documents.
Assists client service teams in preparing presentation materials, including complex data analysis and report compilation.
Records data into appropriate insurance company and firm software programs, ensuring accuracy and compliance.
Processes complex audits and completes audit worksheets, reviewing contract requirements for cert requests.
Reviews quotes in depth, quotes flood and builder's risks policies as requested by an Account Manager, and handles processed-based quoting for assigned books.
Identifies and follows up on binding subjectivities, trains and mentors other Analysts, and completes special projects as assigned.
Looks for opportunities to improve the firm, business segment, and processes, bringing issues and discrepancies to the attention of appropriate leadership.

Requirements:
2 years' experience in the insurance industry required; 3+ years' experience preferred.
Strong analytical, research, and problem-solving skills, with high attention to detail and strong verbal and written communication skills.
Ability to multi-task and work effectively in a fast-paced team environment, demonstrating the organization's core values and firm culture.
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and ability to learn other software systems as necessary.

Working Conditions:
Fast-paced multi-tasking environment, with opportunities for growth and professional development.

Equal Employment Opportunity:
Baldwin Risk Partners is an equal employment opportunity firm, striving to comply with all laws prohibiting discrimination based on race, color, religion, age, sex, national origin, disability, military status, marital status, and any other protected category.

Financial and Budget Accountability:
Yes, with financial and budget accountability for assigned tasks and projects.

Management and Supervisory Scope:
Insert management and supervisory scope information here.

Special Working Conditions:
Fast-paced multi-tasking environment, with opportunities for growth and professional development.

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.

EEOC Statement:
Baldwin Risk Partners is an equal employment opportunity firm, striving to comply with all laws prohibiting discrimination based on race, color, religion, age, sex, national origin, disability, military status, marital status, and any other protected category.

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