The Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service.
- Communicate with clients regarding their policy(ies), document the detailed records of the communication in the client management program, and provide resolution to the client’s concern
- Document and process endorsements
- Follow up with the necessary contacts on items needed in order for policies to be issued
- Prepare documents for presenting risks to market
- Maintain a concern for timeliness and completeness when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims
- Record surplus lines taxes and payables
- Complete special projects as assigned
- Look for opportunities to improve the firm, business segment and processes
- Bring issues and discrepancies to appropriate leadership
Education, Experience, Skills and Abilities Requirements:
- 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.
- 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.
EDUCATION & EXPERIENCE:
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.
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.
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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℠.
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