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12/22/2025

Client Service Specialist, Surety - Insurance Advisory Solutons, West

Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.The Sr. 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:

  • Maintain and manage a portfolio of surety accounts, ensuring client satisfaction

  • Analyze client businesses and assess their surety bonding needs

  • Establish and maintain strong relationships with clients, underwriters, and other stakeholders

  • Coordinate with underwriters and clients to facilitate the issuance, renewal, and modification of surety bonds

  • Assist clients in securing the suitable surety bonds and ensuring they fully understand the bond's terms and conditions

  • Ensure all client queries are promptly addressed, providing excellent client service

  • Maintain accurate and up-to-date client records and documentation

  • Keep abreast of industry trends and regulatory changes that could impact surety products

  • Collaborate with sales teams to identify opportunities for new business

  • Assist in the resolution of any surety claim issues and participate in the recovery process, if needed


KNOWLEDGE, SKILLS & ABILITIES:

  • Excellent verbal and written communication skills

  • Ability to manage and prioritize multiple tasks, demonstrating superb organizational skills


EDUCATION & EXPERIENCE:

  • Bachelor's degree in Business, Finance, or related field

  • At least 4 years of experience in the surety or insurance industry, preferably in an account management role

  • Proficient in MS Office Suite (Word, Excel, Outlook, PowerPoint)

  • Ability to learn any firm-related software quickly and efficiently

  • Maintain insurance license as required by the State, or ability to obtain license within first 90 days of employment.

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

PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:

  • Prepares premium allocations.
  • Prepares and updates draft renewal proposals.
  • Prepares documents for presenting risks to market.
  • Prepares applications, summaries of insurance, and other coverage related documents.
  • Assists client service teams in the preparation of presentation materials.
  • Analyzes and summarizes complex data and compiles reports without supervision.
  • Records data into appropriate insurance company and firm software programs.
  • Processes complex audits and complete audit worksheets.
  • Reviews contract requirements for complex cert requests.
  • Reviews quotes in depth.
  • Quotes flood and builder's risks policies as requested by an Account Manager.
  • Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
  • Handles the renewing of bonds and flood policies.
  • Identifies and follow up on binding subjectivities.
  • Trains and mentors other Analysts.
  • 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

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

EEOC (STATEMENT):

BRP 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 persons involved in the operations of the firm are prohibited from engaging in this conduct.

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The starting salary for this position is $50,000-$55,000 annually. Salary is negotiable upon time of hire.


 

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.


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The Baldwin Group
The Baldwin Group