What are the responsibilities and job description for the Customer Service Representative position at Baldwin Group Colleague, Inc.?
Position Summary:
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, he/she assists advisors with service needs and makes modifications to accounts as necessary.
Principal 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 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 and Abilities Requirements:
Current Florida 4-40 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.
One to two years’ experience in the insurance industry.
Basic understanding of insurance coverages, preferred.
Strong analytical, research and problem-solving skills.
High attention to detail.
Strong verbal and written communications skills.
Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems.
Perks of Working at Affordable Home Insurance
15 PTO days, plus up to 12 federal holidays
Complete health benefits package
401K with company matching
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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.
