Senior Client Service Specialist, Commercial Risk – Insurance Advisory Solutions

The Baldwin Group

Sr Client Service Specialist at The Baldwin Group analyzing client data and managing insurance policy activities for effective risk management solutions. Collaborating with advisors and client servicing professionals.

Posted 5/29/2026full-timeHolmdel • Maryland, New Jersey, Virginia • 🇺🇸 United StatesSenior💰 $55,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

risk managementtimelinesscompletenessclient interactionpartner interaction

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

P&C license

Industry Keywords

policy activityendorsementsinvoicinginsurance marketplaceplacement strategy

About the role

Key responsibilities & impact

Responsible for gathering information and risk management recommendations for renewals.
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 and partners.
Responsible for developing a deep understanding of assigned accounts and placement strategy.

Requirements

What you’ll need

A Bachelor’s degree is preferred.
At least 2 years’ relevant experience.
Current P&C license as required by the State Department of Insurance.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.

Benefits

Comp & perks

Health insurance
401(k)
Paid time off
Flexible work arrangements
Professional development opportunities