What are the responsibilities and job description for the Customer Service Representative - Guided Insurance Solutions position at Baldwin Group Colleague, Inc.?
We are Guided Insurance Solutions, a Baldwin Group Company. We’re not your run-of-the-mill insurance broker. And we’re not bots or algorithms. We’re real people striving to better serve and educate the world about the importance of good insurance coverage. We’re passionate about helping customers make the right insurance decisions so that, no matter what life throws their way, they can stress less and live more knowing they’re well.
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 clients with service needs and makes modifications to accounts as necessary.
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 clients with service needs and makes modifications to accounts as necessary.
PRIMARY RESPONSIBILITIES:
- Prepares documents for presenting risks to market.
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
- Answers incoming calls from existing clients for service requests.
- 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.
Special Working Conditions:
- 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.
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