Skills
Client Service
Insurance Policy Administration
Multitasking
Customer Communication
Data Entry & Record Keeping
About the Role
The Baldwin Group is a people-first insurance brokerage known for delivering tailored coverage and risk management solutions for individuals and businesses nationwide. As a Client Relations Analyst in our Personal Lines team, you’ll be an important part of our frontline service group and often serve as the first point of contact for existing clients.
Responsibilities
- Provide responsive, professional support to current clients and help ensure a positive service experience
- Coordinate and track client requests, updates, and follow-ups to keep service moving efficiently
- Assist with day-to-day administration related to personal insurance policies
- Collaborate with internal teams to resolve issues and route inquiries to the right specialists
- Maintain accurate client and policy information in relevant systems
Requirements
- Strong customer service mindset with the ability to remain calm and steady under pressure
- Comfort working on multiple priorities and tasks at once
- Excellent communication skills and a friendly, dependable demeanor
- Ability to learn insurance processes and systems quickly
Benefits
- Opportunity to join an award-winning, entrepreneur-led organization
- Supportive team culture focused on client outcomes and professional growth
- Meaningful work helping clients protect what matters most
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