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The Baldwin Group · 2 days ago

Licensed Customer Service Representative - Personal Lines

The Villages, FL

Full-time

Onsite

Entry Level

1+ years exp

The Baldwin Group is an award-winning insurance brokerage firm delivering tailored insurance and risk management solutions. The Client Relations Analyst will assist advisors by analyzing client data, preparing necessary documentation, and improving firm processes.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Katelyn Cummings

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 the 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

Qualification

4-40 LicenseInsurance industry experienceMicrosoft Office SuiteAnalytical skillsVerbal communicationWritten communicationAttention to detail

Required

One to two years' experience in the insurance industry

Current 4-40 License, as required by the State Department of Insurance, to effectively service clients

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

Preferred

Basic understanding of insurance coverages

Benefits

Eligible for The Villages Charter School enrollment

401k matching and benefits package

Adoption Assistance Program eligibility

Paid Parental Leave

Competitive PTO plan with 12 paid holidays

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees