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Client Relations Specialist

2 months ago

Tustin, California, United States Baldwin Risk Partners Full time

Baldwin Risk Partners is a distinguished team of skilled risk advisors adept at addressing the most significant challenges your organization may encounter. Our knowledgeable consultants conduct thorough evaluations of your business and circumstances to devise innovative, comprehensive, and cost-efficient solutions tailored specifically for you. With over 35 years of experience, the pioneering programs and financial outcomes we have achieved for our clients have established us as a leader in partner loyalty and longevity.

We offer a complete suite of commercial insurance products and services, including loss prevention and claims consulting, risk management, and personal insurance for successful individuals and families.

We take pride in being recognized as one of the best workplaces in the region and consistently acknowledged among the top independent insurance agencies.

PRIMARY RESPONSIBILITIES:

  • Accurately maintain client records in the Agency Management System, ensuring proper documentation and communication in line with company workflows and best practices.
  • Draft professional business correspondence through various means.
  • Perform accounting functions, including invoicing and premium allocation, as necessary.
  • Monitor claims as per agency protocols, relay claims information to relevant parties, and assist clients in coordination with claims.
  • Utilize effective communication skills to interact with others, providing necessary information and guidance to meet company objectives.
  • Participate in client meetings alongside the Advisor or Director of Risk Management when required.
  • Support colleagues in addressing client inquiries or processing tasks as needed.
  • Oversee daily operations of client accounts, including policy reviews, updates, contract evaluations for certificate processing, preparing renewal documents, marketing and negotiating insurance programs, and reviewing financial statements related to clients' insurance.
  • Respond to client inquiries via phone and email, ensuring timely service delivery.
  • Advise clients on coverage options and exposures, recommending additional coverage as necessary.
  • Proactively seek referrals from existing clients to generate new business opportunities.
  • Build strong relationships with insurance partners, staying informed about carrier requirements and attributes.
  • Identify opportunities for improvement within the firm and processes, bringing any issues to the attention of leadership.
KNOWLEDGE, SKILLS & ABILITIES:
  • Exhibit effective presentation skills through both verbal and written communication.
  • Possess intermediate to advanced proficiency in Microsoft Office Suite and the ability to learn other relevant software programs.
  • Demonstrate alignment with the firm's core values and corporate culture.
EDUCATION & EXPERIENCE:
  • Obtain and maintain necessary state insurance licenses as required by the State Department of Insurance.
  • Minimum of 3 years of experience in a Commercial Account Manager role.
OTHER:
  • Work in a fast-paced, multi-tasking environment.
  • Willingness to travel as required.
The starting pay is competitive and negotiable upon offer.