Customer Service Representative - Personal Lines

Baldwin Group Colleague•Charlotte, NC

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 Analyst handles all inbound calls from current clients for any type of service requests; payments, cancellations, changes, and other customer service questions. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. Prepares documents for presenting risks to market . Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. Assists client service teams in the preparation of presentation materials. Analyzes and summarizes complex data and compiles reports under supervision. Records data into the appropriate insurance company and firm software programs. Runs monthly cancellation and expiration reports. Processes and completes endorsements and audits. Completes special projects as assigned. Looks for opportunities to improve the firm, business segment and processes.

Requirements

Strong analytical, research and problem-solving skills
High attention to detail
Strong verbal and written communications skills
One to two years’ experience in the insurance industry
Call center experience preferred
Current License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment
Basic understanding of insurance coverages , preferred
Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
Fast paced, multi-tasking environment

Nice To Haves

Call center experience preferred.
Basic understanding of insurance coverages , preferred.

Responsibilities

Handles all inbound calls from current clients for any type of service requests; payments, cancellations, changes, and other customer service questions.
Assists advisors with service needs and makes modifications to accounts as necessary.
Prepares documents for presenting risks to market.
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
Assists client service teams in the preparation of presentation materials.
Analyzes and summarizes complex data and compiles reports under supervision.
Records data into the appropriate insurance company and firm software programs.
Runs monthly cancellation and expiration reports.
Processes and completes endorsements and audits.
Completes special projects as assigned.
Looks for opportunities to improve the firm, business segment and processes.