Senior Client Service Specialist, Commercial Risk

The Baldwin Group

Sr Client Service Specialist working in the insurance industry, providing risk management solutions and analyzing complex client data. Responsible for preparing proposals and assisting client service teams.

Posted 6/12/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesSenior💰 $60,000 per yearWebsite

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

2 years’ experience in the insurance industry required
3+ years’ experience in the insurance industry preferred
Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required
Strong analytical, research and problem-solving skills
High attention to detail
Strong verbal and written communications skills
Ability to multi-task and work effectively in a fast-paced team environment
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Benefits

Comp & perks

None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisrisk management solutionspremium allocationsdraft renewal proposalsinsurance documentationcomplex auditsquote analysispolicy quotingbinding subjectivitiespresentation materials preparation

Soft Skills

analytical skillsproblem-solving skillsattention to detailverbal communicationwritten communicationmulti-taskingteamworkmentoringleadershipprocess improvement

Certifications

State Department of Insurance licenses