Account Representative

Client Relations Analyst

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 Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients' financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. Great starting opportunity to move into sales if desired!

Primary Responsibilities:

• Prepares documents for presenting risks to market.
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• 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 4-40 License, as required by the State Department of Insurance, to effectively service clients.
• 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.

Why work for The Baldwin Group?

• Eligible for The Villages Charter School enrollment
• 401k matching and benefits package
• Adoption Assistance Program eligibility
• Paid Parental Leave
• Competitive PTO plan with 12 paid holidays

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.