AHT Insurance and our partner firms have unified as one brand, The Baldwin Group!

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.

In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.

At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

The Client Service Specialist works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals.

PRIMARY RESPONSIBILITIES:
Prepares documents for presenting risks to market.
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
Prepares and updates draft renewal proposals.
Assists client service teams in the preparation of presentation materials.
Analyzes and summarizes complex data and compiles reports with supervision.
Records data into appropriate insurance company and firm software programs.
Runs cancellation and expiration reports.
Processes and completes endorsements and audits.
Processes Notices of Cancellations.
Requests Loss Runs.
Quotes flood and builder's risks policies as requested by an Account Manager.
Handles the renewing of bonds and flood policies.
Completes special projects as assigned.
Looks for opportunities to improve the firm, business segment and processes.
Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:
Strong analytical, research and problem-solving skills.
High attention to detail.
Strong verbal and written communications skills.
Ability to multi-task and work effectively in a fast-paced team environment.
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

EDUCATION & EXPERIENCE:
1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred
Certification(s): None required; None preferred
License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

OTHER:
Fast paced multi-tasking environment

The starting pay is $22.50 - $33.46 hourly. Salary is negotiable upon time of offer.

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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.