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Sr. Client Service Specialist, Commercial Risk - IAS Northeast
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-18
Listing for:
Baldwin Group Colleague, Inc.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Analyst, Insurance Sales
Job Description & How to Apply Below
POSITION SUMMARY
The Sr Client Service Specialist, Commercial Risk 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.
PRIMARY RESPONSIBILITIES- 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 completes audit worksheets.
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