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The Client Relations Analyst manages inbound client calls regarding policy changes, payments, and coverage questions. They are responsible for processing policy modifications and identifying opportunities to deepen client relationships and retain revenue.
Candidates should have strong communication skills and the ability to multitask across multiple systems in a fast-paced environment. While customer service experience is preferred, the ability to obtain state-required insurance licenses within 90 days is essential.
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.
Ability to multitask with ease, including talking, typing, researching, and problem-solving simultaneously.
Comfort managing a steady volume of calls.
Strong verbal communication skills and a friendly, patient, and professional demeanor.
Quick learner who is comfortable using multiple systems and a multi-screen setup.
High attention to detail with accurate documentation skills.
Strong follow-through, reliability, and a collaborative approach.
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.
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
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
AHT Insurance and our partner firms have unified as one brand, The Baldwin Group! The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
Offices: 20 South King Street, Leesburg, VA 20175, US · 1150 Connecticut Ave., NW, Suite 601, Washington, DC 20036, US · 600 University Street, Suite 1200, Seattle, WA 98101, US · 222 W. Adams Street, Suite 2180, Chicago, IL 60606, US · 1460 Broadway, Suite 16023, New York, NY 10036, US
