Provides day-to-day client service for private risk management accounts, answering coverage questions, supporting new business issuance, remarketing accounts, reviewing inspection reports, and addressing risk and claims-related matters. The role requires insurance licensing, personal insurance experience, knowledge of carrier guidelines and systems, strong communication, accuracy, multitasking, and collaboration in a fast-paced environment.
The Client Relations Team Specialist serves as a dedicated resource to clients, providing prompt, efficient, and high-quality service across all day-to-day account needs. This role manages a broad scope of client service activities — from responding to coverage questions and remarketing accounts to supporting new business — within a collaborative, fast-paced team environment. The CRS role is a recognized career development pathway, with strong performers progressing into advanced roles within the Private Risk Management practice.
PRIMARY RESPONSIBILITIES:
What You'll DoClient Service & Account Management
- Respond to incoming client service requests for small to large accounts.
- Answer client questions regarding coverage via email and phone.
- Support new business issuance as needed in accordance with carrier guidelines and firm standards.
- Remarket accounts as needed to ensure coverage remains aligned with client needs.
Risk & Coverage Support
- Advise and counsel on risk exposures as questions arise from clients.
- Review inspection reports for accuracy on coverage and potential loss prevention issues; provide direction to resolve claims-related matters.
- Maintain a concern for accuracy and thoroughness in all client, firm, and carrier interactions to minimize errors and omissions exposure.
Carrier & Platform Knowledge
- Cultivate working knowledge of insurance company partners, including contracts, requirements, and system capabilities.
- Understand and introduce the firm's holistic platform as appropriate, including employee benefits, commercial insurance, and asset protection.
- Remain current on industry offerings to accurately respond to client inquiries.
Team & Operational Excellence
- Work collaboratively within a team environment, supporting colleagues and contributing to shared service goals.
- Thrive in a fast-paced, high-volume setting, managing multiple priorities and tasks simultaneously with accuracy and composure.
- Identify opportunities to improve firm processes and bring discrepancies or issues to the attention of appropriate leadership.
- Uphold the firm's behavioral tenets and operate in alignment with Baldwin's corporate culture.
QUALIFICATIONS:
What We're Looking ForLicensing & Education
- Current state insurance license as required by the State Department of Insurance, or ability and willingness to obtain all required licenses within the first 90 days of employment.
- College degree preferred; professional designations (e.g., CPCU, CIC) a plus.
Experience & Skills
- 3+ years of experience in personal insurance, including familiarity with insurance company contracts, guidelines, proprietary insurer systems, and claims.
- Intermediate knowledge of Microsoft Word and Excel; ability to learn firm and carrier software programs.
- Excellent written and verbal communication skills.
- Strong multitasker who thrives in a collaborative, team-oriented environment.
- Takes initiative; contributes as a proactive and determined professional.
- Demonstrates accuracy and reliability in a fast-paced, high-volume 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.
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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.
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