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:
Client 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.
KNOWLEDGE, SKILLS & ABILITIES:
- 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.
EDUCATION & EXPERIENCE:
- 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.
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.
Skills Required
- Current State Insurance License or willing to obtain within first 90 days
- Intermediate knowledge of Microsoft Word
- Intermediate knowledge of Microsoft Excel
- Capable of typing a minimum of 55 words per minute
- Ability to learn appropriate insurance company and firm software programs
- Excellent written and verbal communication skills
- Takes initiative and contributes proactively
- Accuracy and thoroughness in completing job responsibilities
- Demonstrates the firm's behavioral tenets and aligns with corporate culture
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℠.
