Note: The job is a remote job and is open to candidates in USA. The Baldwin Group is an award-winning insurance brokerage firm specializing in various insurance and risk management services. The Client Relations Analyst serves as a frontline service team member, managing client communications and ensuring client satisfaction while identifying opportunities for deeper engagement.
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
Skills
- 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
- 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
- Customer service or call center experience preferred but not required
- Basic understanding of insurance concepts preferred
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
Company Overview