Client Relations Team Specialist at Baldwin Group Colleague, Inc. — Remote

The Client Relations Team Specialist serves as a dedicated resource to clients, providing prompt, efficient, and high-quality service across all day-to-day account needs. This role manages a broad scope of client service activities — from responding to coverage questions and remarketing accounts to supporting new business — within a collaborative, fast-paced team environment. The CRS role is a recognized career development pathway, with strong performers progressing into advanced roles within the Private Risk Management practice.

PRIMARY RESPONSIBILITIES:

Client Service & Account Management

• Respond to incoming client service requests for small to large accounts.
• Answer client questions regarding coverage via email and phone.
• Support new business issuance as needed in accordance with carrier guidelines and firm standards.
• Remarket accounts as needed to ensure coverage remains aligned with client needs.

Risk & Coverage Support

• Advise and counsel on risk exposures as questions arise from clients.
• Review inspection reports for accuracy on coverage and potential loss prevention issues; provide direction to resolve claims-related matters.
• Maintain a concern for accuracy and thoroughness in all client, firm, and carrier interactions to minimize errors and omissions exposure.

Carrier & Platform Knowledge

• Cultivate working knowledge of insurance company partners, including contracts, requirements, and system capabilities.
• Understand and introduce the firm's holistic platform as appropriate, including employee benefits, commercial insurance, and asset protection.
• Remain current on industry offerings to accurately respond to client inquiries.

Team & Operational Excellence

• Work collaboratively within a team environment, supporting colleagues and contributing to shared service goals.
• Thrive in a fast-paced, high-volume setting, managing multiple priorities and tasks simultaneously with accuracy and composure.
• Identify opportunities to improve firm processes and bring discrepancies or issues to the attention of appropriate leadership.
• Uphold the firm's behavioral tenets and operate in alignment with Baldwin's corporate culture.

KNOWLEDGE, SKILLS & ABILITIES:

• 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.

EDUCATION & EXPERIENCE:

• 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.

OTHER: Fast paced, multi-tasking environment.