Client Relations Team Specialist – Private Risk Management

🕒 August 25

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Respond to incoming client service requests for small to large accounts • Answer client questions regarding coverage via email and phone • Support new business issuance in accordance with carrier guidelines and firm standards • Remarket accounts to ensure coverage remains aligned with client needs • Advise and counsel on risk exposures • Review inspection reports for coverage accuracy and potential loss prevention issues • Provide direction to resolve claims-related matters • Maintain accuracy and thoroughness in client, firm, and carrier interactions • Cultivate working knowledge of insurance company partners, contracts, requirements, and system capabilities • Introduce the firm's holistic platform, including employee benefits, commercial insurance, and asset protection • Remain current on industry offerings • Collaborate within a team environment and contribute to shared service goals • Manage multiple priorities and tasks in a fast-paced, high-volume setting • Identify process improvement opportunities and escalate discrepancies or issues to appropriate leadership • Uphold the firm's behavioral tenets and operate in alignment with Baldwin's corporate culture

🎯 Requirements

• Current state insurance license as required by the State Department of Insurance, or ability and willingness to obtain all required licenses within the first 90 days of employment • College degree preferred • Professional designations (e.g., CPCU, CIC) a plus • 3+ years of experience in personal insurance, including familiarity with insurance company contracts, guidelines, proprietary insurer systems, and claims • Intermediate knowledge of Microsoft Word and Excel • Ability to learn firm and carrier software programs • Excellent written and verbal communication skills • Strong multitasker who thrives in a collaborative, team-oriented environment • Takes initiative; contributes as a proactive and determined professional • Demonstrates accuracy and reliability in a fast-paced, high-volume environment