Sr. Client Relations Team Specialist

The Baldwin Group

3d•$70,000

About The Position

The Sr Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Requirements

Intermediate knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software programs, including but not limited to Epic and PowerPoint.
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.