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The Baldwin Group · 1 day ago

Client Contact Coordinator

The Villages, FL

Full-time

Onsite

New Grad, Entry Level

0+ years exp

The Baldwin Group is seeking a Client Contact Coordinator who will act as the primary point of contact for clients, ensuring high-quality service and assisting with various service requests. The role involves greeting clients, handling billing inquiries, and supporting service teams with documentation and client follow-ups.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Greeting & assisting clients entering the office

Provide policy documents and identification cards

In person, via email or fax

Assist clients with billing questions and premium payment processing

Including change in payment plans

Establishing EFT or RCC and securing necessary forms/signatures

Pull overflow payment messages and return client calls

Support service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellations

Obtain necessary signatures on paperwork

Support Risk Consultants

Call clients if R/C is running behind their scheduled appointment

Attached in Agency Management System applications completed through DocuSign

Follow up on applications not completed and returned by clients

Prepare thank you cards and 30 day follow up letters

Calling and scheduling appointments for web-site quote requests

Scheduling appointment on the shared office calendar

Record in office client visits

Monitor supplies needs and submit list for ordering

Closing duties

Making sure the lobby is clean

Securing documents

Closing the blinds, locking the door and turn off lights, fans, and television

Qualification

Insurance LicenseMicrosoft Office SuiteMulti-line PhonesBasic Computer KnowledgeClient Service Skills

Required

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 required

Prior experience with multi-line phones and basic computer knowledge is required

Preferred

0-2 years insurance experience preferred

Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred

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