Client Relations Team Specialist, Private Risk – Insurance Advisory Solutions

Job Description

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.

The Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service.

PRIMARY RESPONSIBILITIES:
Respond to incoming client service requests for small to large accounts
Process endorsements
Issues new business
Answer client questions regarding coverage
Remarkets accounts as needed
KNOWLEDGE, SKILLS & ABILITIES:
Intermediate knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software programs.
Capable of typing a minimum of 55 words per minute.
Excellent written and verbal communication skills.
Takes initiative to contribute as a proactive and determined professional.
Uses accuracy and thoroughness while completing job responsibilities.
Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.
EDUCATION & EXPERIENCE:
Current State Insurance License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
OTHER:
Fast paced, multi-tasking environment.

The starting pay is $22.50 – $33.46 hourly. Salary is negotiable upon time of offer.

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