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The Baldwin Group · 1 day ago

Client Relations Analyst

Charlotte, North Carolina, US

Full-time

Onsite

Entry Level

1+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Client Relations Analyst will work with advisors to analyze client data, evaluate needs, and assist in creating effective risk management solutions while managing client service needs and account modifications.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Analytical skillsInsurance knowledgeMicrosoft Office SuiteVerbal communicationWritten communicationAttention to detail

Required

Strong analytical, research and problem-solving skills

High attention to detail

Strong verbal and written communications skills

One to two years' experience in the insurance industry

Current 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

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

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