Inbound Customer Service - Personal Lines
Role Overview
• The Client Relations Analyst is an essential member of our frontline service team and often the first point of contact for current clients. This role is ideal for individuals who are friendly, steady under pressure, adaptable, and natural multitaskers. The role requires navigating multiple systems and screens while engaging in confident, professional phone conversations.
Success in this position also requires an entrepreneurial and sales-minded approach.
CRAs must be able to recognize opportunities to retain clients, offer solutions, and resolve concerns.
Candidates fluent in English and Spanish is preferred.
Full Job Posting
Education & Experience
- Customer service or call center experience preferred but not required.
- Basic understanding of insurance concepts preferred.
- Ability to obtain state-required insurance licenses within the first 90 days (company-supported).
- Proficient typing skills with accuracy.
- Comfortable with Microsoft Office Suite and able to learn new systems quickly.
- Training and proper licensing provided
- Generous PTO Policy
- Complete health benefits package
- 401K with company matching
- Commission Opportunities with Incentives
- Opportunity to move up in your career based on personal performance
- IND1
- 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.
Preferred Qualifications
- Customer service or call center experience preferred but not required.
- Basic understanding of insurance concepts preferred.
About The Baldwin Group
Independent insurance distribution and risk management firm.
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