Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond). Client Contact Coordinator acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and assisting clients and/or advisors with service requests. PRIMARY RESPONSIBILITIES: Greeting & assisting clients entering the office Provide policy documents and identification cards In person, via email or fax Assist clients with billing questions and premium payment processing Including change in payment plans Establishing EFT or RCC and securing necessary forms/signatures Pull overflow payment messages and return client calls Support service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellations Obtain necessary signatures on paperwork Support Risk Consultants Call clients if R/C is running behind their scheduled appointment Attached in Agency Management System applications completed through DocuSign Follow up on applications not completed and returned by clients Prepare thank you cards and 30 day follow up letters Calling and scheduling appointments for web-site quote requests Scheduling appointment on the shared office calendar Record in office client visits Monitor supplies needs and submit list for ordering Closing duties Making sure the lobby is clean Securing documents Closing the blinds, locking the door and turn off lights, fans, and television KNOWLEDGE, SKILLS & ABILITIES: Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture Ability to learn any other appropriate program or software system used by the firm as necessary Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture EDUCATION & EXPERIENCE: License(s): Maintains 4-40 license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required Experience: None required; 0-2 years insurance experience preferred Prior experience with multi-line phones and basic computer knowledge is required. Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred #LI-KC1 IND1 Click here for some insight into our culture! The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.