Client Success Specialist, Commercial Risk – Middle Market

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Deliver on Stewardship Promises to clients by owning assigned tasks, meeting required due dates, and tracking progression within the Agency Management System. • Independently lead process execution and cross-functional coordination for assigned clients. • Oversee the deliverables and ensure accurate and timely execution of all renewal activities, exercising judgement to anticipate issues, resolve conflicts and deliver high-quality service. • Identify discrepancies and independently determine root causes and resolve issues directly or escalates appropriately. • Support compliance-related activities (e.g., certificate of insurance issuance, policy documentation, regulatory notices) and ensure complete, accurate recordkeeping across systems, files, and client documentation. • Partner with internal colleagues and third party providers as needed by coordinating with carriers, vendors, and internal teams to resolve escalated issues and clearly communicating outcomes to clients. • Advise internal colleagues and third party partners on complex situations synthesizing insurance information, preparing client-ready documentation, and formulating recommendations on appropriate paths forward. • Prepare external communications such as renewal materials, coverage summaries, certificate instructions, claims updates, and policy administration messages. • Proactively identify and contribute to process efficiencies and improvements, recommending and helping implement changes that enhance quality, timeliness, and client experience. • Partners with shared services partners and third-party vendors by applying process knowledge and expertise, identifying service risks during implementations and renewals. • Supports retention and growth of an assigned book of business by delivering accurate, timely policy administration and high-quality client experience. • Participates in renewal calls and/or client meetings serving as a knowledgeable point of contact for clients and colleagues.

🎯 Requirements

• Bachelor's degree in business, finance, insurance, or a related field preferred. • 1-3+ years of commercial insurance experience in a brokerage, carrier, or other client service role. • Licensing (required): Must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served (e.g., applicable Property & Casualty insurance licenses). • Strong verbal and written communication skills; capable of preparing clear external communications. • Microsoft Office skills, particularly Excel (e.g., use of formulas, lookups, pivot tables, data validation) and proficiency in Word and PowerPoint for client-ready materials. • Familiarity with commercial insurance processes and renewal workflows with continued skill development expected. • Previous experience working with offshore teams or shared service centers is preferred.

🏖️ Benefits

• Professional development opportunities