Client Relations Team Specialist

The Baldwin Group is an award-winning entrepreneur‑led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award‑winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Client Relations Specialist serves as a resource to HNW clients and personally provides prompt, efficient and high‑quality service.

PRIMARY RESPONSIBILITIES

• Respond to incoming client service requests for small to large accounts
• Process endorsements
• Issues new business
• Answer client questions regarding coverage
• Remarkets accounts as needed

KNOWLEDGE, SKILLS & ABILITIES

• Intermediate knowledge of Microsoft Word and Excel.
• Ability to learn appropriate insurance company and firm software programs.
• 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.

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.