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Client Relations Team Specialist – Private Risk Management
The Baldwin Group. Respond to incoming client service requests for small to large accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service management within the insurance sector, including risk assessment, claims resolution, and adherence to regulatory standards. Proficient in utilizing insurance company systems and maintaining strong communication and collaboration in a fast-paced environment.
Highest-signal resume keywords
Current State Insurance License3+ Years Experience In Personal InsuranceFamiliarity With Insurance Company ContractsExcellent Written And Verbal Communication SkillsIntermediate Knowledge Of Microsoft Word And Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk AssessmentClaims ResolutionInsurance Coverage AnalysisProcess ImprovementClient Service Management
Soft Skills
Strong MultitaskerProactive InitiativeCollaborationAccuracy And Reliability
Tools & Technologies
Insurance Company SystemsFirm Software ProgramsMicrosoft WordMicrosoft Excel
Certifications & Qualifications
CPCUCIC
Industry Keywords
Insurance GuidelinesClient CoverageLoss PreventionRisk ExposuresBehavioral Tenets
About the role
Key responsibilities & impact- Respond to incoming client service requests for small to large accounts
- Answer client questions regarding coverage via email and phone
- Support new business issuance in accordance with carrier guidelines and firm standards
- Remarket accounts to ensure coverage remains aligned with client needs
- Advise and counsel on risk exposures
- Review inspection reports for coverage accuracy and potential loss prevention issues
- Provide direction to resolve claims-related matters
- Maintain accuracy and thoroughness in client, firm, and carrier interactions
- Cultivate working knowledge of insurance company partners, contracts, requirements, and system capabilities
- Introduce the firm's holistic platform, including employee benefits, commercial insurance, and asset protection
- Remain current on industry offerings
- Collaborate within a team environment and contribute to shared service goals
- Manage multiple priorities and tasks in a fast-paced, high-volume setting
- Identify process improvement opportunities and escalate discrepancies or issues to leadership
- Uphold the firm's behavioral tenets and operate in alignment with Baldwin's corporate culture
Requirements
What you’ll need- Current state insurance license as required by the State Department of Insurance, or ability and willingness to obtain all required licenses within the first 90 days of employment
- College degree preferred
- Professional designations (e.g., CPCU, CIC) a plus
- 3+ years of experience in personal insurance, including familiarity with insurance company contracts, guidelines, proprietary insurer systems, and claims
- Intermediate knowledge of Microsoft Word and Excel
- Ability to learn firm and carrier software programs
- Excellent written and verbal communication skills
- Strong multitasker who thrives in a collaborative, team-oriented environment
- Takes initiative; contributes as a proactive and determined professional
- Demonstrates accuracy and reliability in a fast-paced, high-volume environment