Insurance Client Support Representative - Personal Lines

The Baldwin Group

The Villages, US
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Analyze client data
Prepare insurance documents
Process endorsements and audits
** The Baldwin Group is seeking an Insurance Client Support Representative for Personal Lines to assist client service teams and manage various insurance documentation and processes. The role offers opportunities for growth into sales and requires strong analytical, communication, and organizational skills, along with some experience in the insurance industry. **

Job Summary

  • The Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients’ financial goals.
  • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
  • The Baldwin Group offers a 401k matching and benefits package, adoption assistance, paid parental leave, and a competitive PTO plan with 12 paid holidays.

Matching Summary

Match Score: 75

** The Baldwin Group is seeking an Insurance Client Support Representative for Personal Lines to assist client service teams and manage various insurance documentation and processes. The role offers opportunities for growth into sales and requires strong analytical, communication, and organizational skills, along with some experience in the insurance industry. **

Skills & Requirements

Must-have

  • Analyze client data
  • Prepare insurance documents
  • Process endorsements and audits
  • Record data in software
  • Run cancellation and expiration reports

Nice-to-have

  • Holistic and tailored approach
  • Invaluable expansion of their business
  • Opportunities to improve the firm

Key Requirements

  • One to two years’ experience in the insurance industry
  • Current 4-40 License
  • Basic understanding of insurance coverages
  • Moderate to advanced knowledge of Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter