Client Relations Analyst – Personal Lines
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Job Description
Client Relations Analyst at The Baldwin Group handling insurance inquiries and maintaining client relationships. Managing calls related to policy changes, payments, and customer service needs.
Responsibilities:
- Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs
- Maintain calm, confident, and friendly communication while multitasking across several systems and screens
- Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps
- Ability to address concerns, overcome objections, and present solutions or alternatives
- Enter accurate information and process updates in real-time during client calls
- Process endorsements, audits, and other policy modifications
- Perform additional duties as assigned
Requirements:
- Customer service or call center experience preferred but not required
- Basic understanding of insurance concepts preferred
- Ability to obtain state-required insurance licenses within the first 90 days (company-supported)
- Proficient typing skills with accuracy
- Comfortable with Microsoft Office Suite and able to learn new systems quickly
Benefits:
- Training and proper licensing provided
- Generous PTO Policy
- Complete health benefits package
- 401K with company matching
- Commission Opportunities with Incentives
- Opportunity to move up in your career based on personal performance
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