Client Relations Team Specialist - Private Risk

January 14

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Logo of The Baldwin Group

The Baldwin Group

The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisor. The firm provides tailored solutions for businesses and individuals, helping clients navigate the complex landscape of insurance and financial protection. With expertise in business insurance, personal insurance, and employee benefits, The Baldwin Group aims to streamline solutions, adapt strategies to changing needs, and mitigate unique industry-specific challenges. Additionally, the company offers private client services and wealth management, further showcasing their dedication to protecting what matters to clients. As an official insurance broker for the Tampa Bay Buccaneers, The Baldwin Group has a strong presence in the insurance industry.

Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000 employees

Founded 2011

💸 Finance

📋 Description

• The Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service. • Respond to incoming client service requests for small to large accounts. • Process endorsements. • Issues new business. • Answer client questions regarding coverage. • Remarkets accounts as needed.

🎯 Requirements

• Current State Property & Casualty Insurance License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment. • Must have at least 1-3 years of experience within personal lines.

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July 17, 2024

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