11/05/2025
JOB DESCRIPTION SUMMARY: The Sr Client Service Specialist 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: Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed. Manages all policy activity aspects of assigned accounts including endorsements and invoicing. Presents new business and renewal risks to the insurance marketplace for quoting. Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims. Responsible for developing deep understanding of assigned accounts and placement strategy Cultivates strong relationships with Insurance Company...
The Baldwin Group
Kingston, MA, USA
Full Time
