PRIMARY RESPONSIBILITIES:
Review and analyze First Notice of Losses (FNOL) received by assessing the nature of the claim and determining the proper submission path for prompt adjudication.
Collaborate with a Claims Consultant to develop and create underwriting review submissions, ensuring accurate and comprehensive documentation.
Under the guidance of a Claims Consultant, assist in preparing internal and external claim-related correspondence, maintaining clear and effective communication with clients and customers throughout the claims process.
Ensure compliance with industry standards, company procedures, and regulatory requirements while handling claims and maintaining confidentiality of sensitive information.
Provide exceptional client servicing, addressing inquiries, concerns, and providing timely updates to clients and customers regarding claim status and resolution.
Maintain accurate and detailed claim records, documentation, and electronic files in compliance with established procedures.
Stay updated on industry trends, emerging regulations, and best practices in claims management, continuously enhancing knowledge and expertise.
Contribute to process improvement initiatives, suggesting enhancements to streamline claim handling, increase efficiency, and enhance customer satisfaction.
Handle other related duties and responsibilities as assigned by the Claims Consultant or management.
KNOWLEDGE, SKILLS & ABILITIES:
Ability to drive a claim from first intake through the process to satisfactory submission of the first notice of loss.
Ability to work independently and prioritize assignments, seeking guidance where needed.
Supply the highest quality support to customers through effective communication, diligence, organization, and diligent follow-up.
Effective communication skills, both oral and written, with the ability to be professional under pressure and display patience above reproach.
EDUCATION & EXPERIENCE:
At least two years of experience desired within a client/customer facing or support role is preferred.
Proficient in MS Office Word and Excel with the ability to learn new system programs and technologies.
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.
Skills Required
- At least two years of experience in a client-facing, customer-facing, or support role
- Proficiency in Microsoft Word and Excel
- Ability to learn new system programs and technologies
- Effective oral and written communication skills
- Ability to work independently and prioritize assignments
- Ability to manage claims from initial intake through submission
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
