Client Relations Analyst – Personal Lines

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

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

• Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs • Maintain calm, confident, and friendly communication while multitasking across several systems and screens • Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps • Ability to address concerns, overcome objections, and present solutions or alternatives • Enter accurate information and process updates in real-time during client calls • Process endorsements, audits, and other policy modifications • Perform additional duties as assigned

🎯 Requirements

• Customer service or call center experience preferred but not required • Basic understanding of insurance concepts preferred • Ability to obtain state-required insurance licenses within the first 90 days (company-supported) • Proficient typing skills with accuracy • Comfortable with Microsoft Office Suite and able to learn new systems quickly

🏖️ Benefits

• Training and proper licensing provided • Generous PTO Policy • Complete health benefits package • 401K with company matching • Commission Opportunities with Incentives • Opportunity to move up in your career based on personal performance