Customer Service Specialist - Personal Lines
Baldwin Jimek(1 month ago)
About this role
A Client Relations Analyst at The Baldwin Group serves as a primary client-facing specialist handling inbound client inquiries and supporting advisors with account servicing. The role supports preparation and maintenance of insurance documentation and records, and contributes to reporting and administrative tasks that keep client accounts accurate and compliant. This position operates within a fast-paced insurance brokerage environment with opportunities for licensing and career advancement.
Required Skills
- Customer Service
- Data Entry
- Document Prep
- Reporting
- Analytical Skills
- Communication
- Microsoft Office
- Insurance Licensing
Qualifications
- State Insurance License (or obtain within 90 days)
About Baldwin Jimek
baldwin.comWe offer tailored insurance and risk management solutions for individuals, families & businesses. Empower yourself with peace of mind. Contact us today.
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