The Client Relations Analyst assists advisors with service needs and makes modifications to existing client accounts as necessary.
PRIMARY RESPONSIBILITIES:
- Completes backend processing on existing accounts.
- Sends out coverage related documents, updates client files, and runs reports.
- Assists client service teams in the preparation of presentation materials.
- Analyzes and summarizes complex data and compiles reports under supervision.
- Records data into the appropriate insurance company and firm software programs.
- Runs monthly cancellation and expiration reports.
- Processes and completes endorsements and audits.
- Completes special projects as assigned.
- Looks for opportunities to improve the firm, business segment and processes.
KNOWLEDGE, SKILLS & ABILITIES:
- Strong analytical, research and problem-solving skills
- High attention to detail.
- Strong verbal and written communications skills.
EDUCATION & EXPERIENCE:
- One to two years’ experience in the insurance industry.
- Current Property and Casualty License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment.
- Basic understanding of insurance coverages, preferred.
- Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
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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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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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℠.
