Client Relations Team Specialist

🕒 June 18

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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

• Respond to incoming client service requests for small to large accounts • Process endorsements • Issues new business • Answer client questions regarding coverage • Remarkets accounts as needed

🎯 Requirements

• Current State Insurance License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment. • Intermediate knowledge of Microsoft Word and Excel • Ability to learn appropriate insurance company and firm software programs • Capable of typing a minimum of 55 words per minute • Excellent written and verbal communication skills • Takes initiative to contribute as a proactive and determined professional • Uses accuracy and thoroughness while completing job responsibilities • Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.

🏖️ Benefits

• Health insurance • Professional development opportunities • Flexible working arrangements