What are the responsibilities and job description for the Customer Experience Specialist position at The Baldwin Group?
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 processes mail (inbound and outbound), manages endorsements, creates emails, uploads client information into our systems, and manages policies for current clients. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary.
Primary Responsibilities
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.
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Click here for some insight into our culture!
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.
The Client Relations Analyst processes mail (inbound and outbound), manages endorsements, creates emails, uploads client information into our systems, and manages policies for current clients. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary.
Primary Responsibilities
- Process accounts in a behind-the-scenes manner to ensure smooth operations.
- Conduct outbound calls for client servicing as needed, to address queries or provide necessary updates.
- Manage inbound and outbound mail efficiently, ensuring timely and accurate dissemination of information.
- Handle endorsements proficiently, ensuring all necessary details and regulations are adhered to.
- Draft and send professional emails to clients, ensuring clear, concise, and accurate communication at all times.
- Upload and update client information into company systems accurately and promptly.
- Manage policies for existing clients, ensuring their needs are effectively met.
- Handle electronic communications with clients mainly - including chats and emails.
- This position reports in office. Our office address is 4211 W Boy Scout Blvd, Ste 350, Tampa, FL 33607.
- Strong analytical, research and problem-solving skills.
- High attention to detail.
- Strong verbal and written communications skills.
- Current Property & 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.
- Fast paced, multi-tasking environment.
- Training and proper licensing provided
- Generous PTO Policy
- Complete health benefits package
- 401K with company matching
- Opportunity to move up in your career based on personal performance
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.
IND1
Click here for some insight into our culture!
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.