The Baldwin Group Logo

The Baldwin Group

Client Relations Specialist, Private Risk

Reposted 8 Days Ago
Remote
Hiring Remotely in US
Entry level
Remote
Hiring Remotely in US
Entry level
The Client Relations Specialist provides prompt and efficient service to clients, answering queries, processing endorsements, and managing accounts in a fast-paced environment.
The summary above was generated by AI
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.

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Top Skills

Excel
Microsoft Word

Similar Jobs

An Hour Ago
Remote or Hybrid
USA
63K-87K Annually
Mid level
63K-87K Annually
Mid level
Edtech • Information Technology • Software
The Product Operations Analyst enhances product performance by managing customer feedback, optimizing tools, and supporting product strategy through metrics and operational reporting.
Top Skills: Productboard
3 Hours Ago
Remote
USA
63K-101K Annually
Junior
63K-101K Annually
Junior
Cloud • Fintech • Food • Information Technology • Software • Hospitality
The role involves 100% cold outbound prospecting to generate qualified meetings with hotel decision-makers, using sales tools and maintaining follow-up.
Top Skills: Salesforce
5 Hours Ago
Remote
United States
Junior
Junior
Fintech • Financial Services
The Inside Channel Account Manager will manage a portfolio of small to medium-sized ISOs, executing sales strategies and driving revenue growth through effective account management and relationship building.

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account