Client Service Specialist – Surety

The Baldwin Group

Client Service Specialist working in Tustin, California, preparing insurance documents and analyzing data for risk management solutions. Collaborating closely with advisors and client servicing professionals.

Posted 7/9/2026full-timeTustin • California • 🇺🇸 United StatesJunior💰 $60,000 per yearWebsite

About the role

Key responsibilities & impact

Prepares documents for presenting risks to market
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
Analyzes and summarizes complex data and compiles reports with supervision
Handles the renewing of bonds and flood policies
Completes special projects as assigned

Requirements

What you’ll need

1 year of experience in the insurance industry required
Strong analytical, research and problem-solving skills
High attention to detail
Strong verbal and written communications skills
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data AnalysisDocument PreparationReport CompilationInsurance DocumentationRisk Presentation

Soft Skills

Analytical SkillsProblem-Solving SkillsAttention to DetailVerbal CommunicationWritten Communication