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Risk Management Specialist
2 months ago
We are seeking a highly skilled Risk Management Specialist to join our team at Baldwin Risk Partners. As a Risk Management Specialist, you will work closely with our advisors and line-of-business specialists to analyze client data, evaluate needs, and develop effective risk management solutions tailored to meet clients' financial goals.
Key Responsibilities- Document Preparation: Prepare documents for presenting risks to the market, including applications, summaries of insurance, insurance certificates, auto identification cards, and other coverage-related documents.
- Data Analysis: Analyze and summarize complex data, compiling reports under supervision, and recording data into the appropriate insurance company and firm software programs.
- Client Support: Assist client service teams in preparing presentation materials and provide support with service needs, making modifications to accounts as necessary.
- Special Projects: Complete special projects as assigned, identifying opportunities to improve the firm, business segment, and processes.
- Insurance Industry Experience: One to two years' experience in the insurance industry.
- Licensing: Current 2-20 License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment.
- Technical Skills: Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems.
As a Risk Management Specialist at Baldwin Risk Partners, you will be part of a fast-paced, multi-tasking environment. We offer a dynamic and supportive team, with opportunities for growth and development.
