Senior Client Services Advisor

1 week ago


Bethesda, Maryland, United States Baldwin Risk Partners Full time

Company Overview:

Baldwin Risk Partners is a distinguished, entrepreneur-driven insurance brokerage firm that excels in providing tailored solutions in Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits, and Risk Mitigation strategies. Our firm is recognized for its exceptional industry expertise and a unique culture that enhances our clients' business endeavors across the U.S. and internationally.

Position Summary:

The Senior Client Services Advisor in Commercial Risk collaborates closely with advisors, specialists, and dedicated client service teams to assess client data, identify needs, and develop effective risk management strategies aligned with clients' financial objectives.

Key Responsibilities:

  • Prepare premium allocations for clients.
  • Draft and update renewal proposals.
  • Compile documents for presenting risks to the market.
  • Prepare applications, insurance summaries, and other coverage-related documentation.
  • Assist client service teams in creating presentation materials.
  • Analyze complex data and generate reports independently.
  • Input data into relevant insurance and firm software systems.
  • Manage complex audits and complete audit worksheets.
  • Review contract requirements for intricate certification requests.
  • Conduct in-depth reviews of quotes.
  • Quote flood and builder's risk policies as requested.
  • Handle processed-based quoting for assigned accounts.
  • Renew bonds and flood policies as necessary.
  • Identify and follow up on binding subjectivities.
  • Mentor and train junior analysts.
  • Complete special projects as assigned.
  • Seek opportunities for process improvements within the firm.
  • Report issues and discrepancies to appropriate leadership.

Education and Experience Requirements:

  • Minimum of 2 years of experience in the insurance sector required; 3+ years preferred.
  • Licenses: Must maintain all necessary licenses as mandated by the State Department of Insurance or be willing to obtain them within the first 90 days of employment.

Knowledge, Skills, and Abilities:

  • Strong analytical, research, and problem-solving capabilities.
  • Exceptional attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to multitask and thrive in a fast-paced team environment.
  • Exhibit the organization's core values and align behavior with the firm's culture.

Technical Skills:

  • Intermediate to advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to learn additional software programs as required.

Working Conditions:

  • Fast-paced, multitasking environment.

EEOC Statement:

Baldwin Risk Partners is an equal opportunity employer and adheres to all laws prohibiting discrimination based on race, color, religion, age, sex, national origin, disability, military status, marital status, and any other category protected by law.



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