About The Position

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Relations Specialist serves as a resource to HNW clients and personally provides prompt, efficient and high-quality service.

Requirements

  • 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.
  • 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.

Responsibilities

  • 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
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