3 proposal specialist jobs found in Boston

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. POSITION SUMMARY: 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: 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...

At The Baldwin Group, we prioritize a people-centered entrepreneurial spirited culture and giving colleagues a voice in a transcendent and inspired insurance distribution firm – delivering solutions that give our clients the confidence to pursue their purpose, passion, and dreams. Our firm’s best-in-class resources and diverse portfolio of services are innovating the industry by taking a comprehensive and tailored approach to insurance and risk management. We’re better together!  Position Summary: The Sr. Advisor (Producer) is a senior-level insurance sales leader responsible for driving organic growth through strategic client acquisition, trusted advisory relationships, and market leadership within the commercial risk management space. This role is designed for a highly experienced producer who operates as a business advisor — not simply a salesperson — helping clients protect and scale their businesses through sophisticated risk management and insurance solutions. Advisors...

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level.  The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client’s insurance and risk management needs.  The ACA has a strong connection to the client’s business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is...