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Client Relations Specialist

2 months ago

The Villages, Florida, United States Baldwin Risk Partners Full time

At Baldwin Risk Partners, we pride ourselves on being a trusted, community-focused agency that delivers comprehensive insurance and risk management solutions to individuals and businesses.

The Client Relations Specialist serves as the essential liaison, ensuring that clients receive prompt, efficient, and high-quality service. This role involves directing clients to the appropriate team members and assisting with various service requests.


KEY RESPONSIBILITIES:
  • Welcome and assist clients visiting the office.
  • Provide policy documentation and identification cards through various communication methods.
  • Address client inquiries regarding billing and facilitate premium payment processing, including adjustments to payment plans.
  • Establish Electronic Funds Transfer (EFT) or Recurring Credit Card (RCC) arrangements and secure necessary documentation.
  • Manage overflow payment messages and return client calls promptly.
  • Support service teams in gathering information related to changes in golf cart policies, auto insurance, mortgages, and policy cancellations.
  • Ensure all necessary signatures are obtained on relevant paperwork.
  • Assist Risk Consultants as needed.
  • Communicate with clients if appointments are delayed.
  • Maintain accurate records of client visits and appointments.
  • Monitor office supply needs and submit orders as required.
  • Perform closing duties, ensuring the office environment is secure and tidy.

KNOWLEDGE, SKILLS & ABILITIES:
  • Exhibit the core values of the organization, demonstrating behavior that aligns with the company culture.
  • Ability to learn and adapt to various software systems utilized by the firm.

EDUCATION & EXPERIENCE:
  • Licenses: Maintain a 4-40 license as mandated by the State Department of Insurance or be willing to obtain all necessary licenses within the initial employment period.
  • Experience: No prior experience is required; however, 0-2 years in the insurance field is preferred. Familiarity with multi-line phone systems and basic computer skills is essential. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is advantageous.