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The Baldwin Group

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

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and problem-solving capabilities in the insurance industry, with a focus on preparing and summarizing complex data and documentation. Proficient in Microsoft Office Suite to effectively manage and present coverage-related information.

Highest-signal resume keywords
Insurance Industry ExperienceData AnalysisDocument PreparationMicrosoft Office Suite ProficiencyVerbal and Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Data AnalysisDocument PreparationReport CompilationInsurance DocumentationRisk Presentation
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailVerbal CommunicationWritten Communication
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook
Industry Keywords
InsuranceBondsFlood PoliciesCoverage DocumentsRisk Management

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