Sr. Client Service Specialist, Commercial Risk - Insurance Advisory Solutions, Southwest
Baldwin Jimek(1 month ago)
About this role
The Sr. Client Service Specialist, Commercial Risk at The Baldwin Group supports the firm’s commercial insurance and risk management practice by working with advisors, client managers, and the New Business Unit to manage prospect and client information. The role helps maintain accurate records and system data to support tailored risk management and insurance solutions.
Required Skills
- Document Management
- Data Entry
- Account Analysis
- EPIC
- Loss Runs
- Loss Summaries
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Outlook
+7 more
Qualifications
- P&C License
About Baldwin Jimek
baldwin.comWe offer tailored insurance and risk management solutions for individuals, families & businesses. Empower yourself with peace of mind. Contact us today.
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