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
Client Service Specialist - Insurance Advisory Solutions
March 24
⚜️ Louisiana – Remote
🌪️ Oklahoma – Remote
+1 more states
⏰ Full Time
🟢 Junior
📁 Client Services
🚫👨🎓 No degree required
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
📋 Description
• Prepares documents for presenting risks to market. • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. • Prepares and updates draft renewal proposals. • Assists client service teams in the preparation of presentation materials. • Analyzes and summarizes complex data and compiles reports with supervision. • Records data into appropriate insurance company and firm software programs. • Runs cancellation and expiration reports. • Processes and completes endorsements and audits. • Processes Notices of Cancellations. • Requests Loss Runs. • Quotes flood and builder's risks policies as requested by an Account Manager. • Handles the renewing of bonds and flood policies. • Completes special projects as assigned. • Looks for opportunities to improve the firm, business segment and processes. • Brings issues and discrepancies to the attention of appropriate leadership.
🎯 Requirements
• 1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred • Maintains all licenses 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
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