Client Relations Team Specialist, Private Risk - Insurance Advisory Solutions

The Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service.

PRIMARY 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
KNOWLEDGE, SKILLS & ABILITIES:
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.
EDUCATION & EXPERIENCE:
Current State Property & Casualty 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.

Must have at least 1 -3 years of experience within personal lines.
OTHER:
Fast paced, multi-tasking environment.

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.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.