See more Collapse

Client Relations Analyst

1 month ago

The Villages, United States Baldwin Risk Partners Full time
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. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary.

PRIMARY RESPONSIBILITIES:
• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports under supervision.
• Records data into the appropriate insurance company and firm software programs.
• Runs monthly cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Completes special projects as assigned.
• Looks for opportunities to improve the firm, business segment and processes.

KNOWLEDGE, SKILLS & ABILITIES:
• Strong analytical, research and problem-solving skills
• High attention to detail.
• Strong verbal and written communications skills.

EDUCATION & EXPERIENCE:
• One to two years' experience in the insurance industry.
• Current Florida 4-40 License, as required by the State Department of Insurance, to effectively service clients..
• Basic understanding of insurance coverages, preferred.
• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems

ELIGIBLE FOR CHARTER SCHOOL

Special Working Conditions:
  • 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.

#LI-KC1

IND1

Click here for some insight into our culture

We have other current jobs related to this field that you can find below

  • Client Relations Analyst

    1 month ago

    The Villages, United States BRP Group, Inc. Full time

    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. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. PRIMARY RESPONSIBILITIES: *...

  • Client Relations Analyst

    4 weeks ago

    The Villages, United States BRP Group, Inc. Full time

    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. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. PRIMARY RESPONSIBILITIES: *...

  • Client Relations Analyst

    1 month ago

    The Villages, United States BRP Group, Inc. Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond). 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'...

  • Client Relations Analyst

    4 weeks ago

    The Villages, United States BRP Group, Inc. Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond). 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'...

  • Client Relations Analyst

    1 month ago

    The Villages, United States Baldwin Risk Partners Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond).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'...

  • Client Relations Analyst

    4 weeks ago

    The Villages, United States Baldwin Risk Partners Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond).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'...

  • Client Site IT GIS Administrator

    4 weeks ago

    The Villages, United States The Villages Full time

    This position will be a member of the Program Management Team as the Client Site IT GIS Administrator. Full Time, Onsite Position Responsibilities: Provide on-site, and/or remote GIS technical support to a government customer.  GIS tasks include desktop analysis, GIS server and geodatabase administration, Microsoft SQL, database analysis and...

  • Client Site IT GIS Administrator

    2 months ago

    The Villages, United States The Villages Full time

    This position will be a member of the Program Management Team as the Client Site IT GIS Administrator. Full Time, Onsite Position Responsibilities: Provide on-site, and/or remote GIS technical support to a government customer.  GIS tasks include desktop analysis, GIS server and geodatabase administration, Microsoft SQL, database analysis and...

  • Client Site IT GIS Administrator

    4 weeks ago

    The Villages, Florida, United States The Villages Full time

    This position will be a member of the Program Management Team as the Client Site IT GIS Administrator.Full Time, Onsite PositionResponsibilities:Provide on-site, and/or remote GIS technical support to a government customer. GIS tasks include desktop analysis, GIS server and geodatabase administration, Microsoft SQL, database analysis and administration, map...

  • Client Site IT GIS Administrator

    3 months ago

    The Villages, Florida, United States The Villages Full time

    This position will be a member of the Program Management Team as the Client Site IT GIS Administrator.Full Time, Onsite PositionResponsibilities:Provide on-site, and/or remote GIS technical support to a government customer. GIS tasks include desktop analysis, GIS server and geodatabase administration, Microsoft SQL, database analysis and administration, map...

  • Client Service Associate

    2 months ago

    The Villages, United States Raymond James Financial Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

  • Client Specialist

    1 month ago

    The Villages, United States The Talbots Inc Full time

    Job Number: 21539 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...

  • Client Specialist

    4 weeks ago

    The Villages, United States The Talbots Inc Full time

    Job Number: 21539 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...

  • SAP System Analyst

    2 weeks ago

    The Woodlands, United States Client of Reputable Staffing & Recruiting Firm Full time

    Job DescriptionJob DescriptionBrookwoods Group is working with a Midstream Pipeline Company to place an SAP System Analyst in The Woodlands, TX - Hybrid roleAs the SAP System Analyst, you will work with cross-functional teams to identify opportunities for improvement. This includes identifying inefficiencies in business process design as well as design and...

  • Senior Management Analyst

    6 days ago

    The Villages, United States Tecolote Research Full time

    Overview We are seeking a highly motivated individual with excellent quantitative skills for a senior level Earned Value Management and Integrated Scheduler position. Qualified candidates will demonstrate EVM and Schedule Analysis technical expertise and the ability to lead a team of other analysts. Work is at a customer facility in Panama City, FL....

  • Inbound Customer Service Representative

    3 weeks ago

    The Villages, United States The Villages Insurance Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond). 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'...

  • Inbound Customer Service Representative

    2 weeks ago

    The Villages, United States Baldwin Risk Partners Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond).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’...

  • Inbound Customer Service Representative

    4 weeks ago

    The Villages, United States The Villages Insurance Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond). 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'...

  • GIS Cartographer

    4 weeks ago

    The Villages, United States The Villages Full time

    This position participates as a member of the Program Management Team as the GIS Technician following the duties and responsibilities below. Full Time, Onsite Position Visa Sponsorship is not available for this position, including for any type of US permanent residency. Responsibilities: Provide ESRI ArcMap desktop and ArcPro analysis, ArcGIS...

  • GIS Cartographer

    1 month ago

    The Villages, Florida, United States The Villages Full time

    This position participates as a member of the Program Management Team as the GIS Technician following the duties and responsibilities below.Full Time, Onsite PositionVisa Sponsorship is not available for this position, including for any type of US permanent residency.Responsibilities:Provide ESRI ArcMap desktop and ArcPro analysis, ArcGIS Enterprise server...