The Baldwin Group
insurance
InsuranceClientSupportRepresentativePersonalLines
“Insurance Client Support Representative - Personal Lines at The Baldwin Group. Skills: Client Support, Insurance, Documentation. Prepare documents for presenting risks. Prepare applications, summaries, certificates”
Industry & Context.
analytical skills; research skills; problem-solving skills
What They're Looking For.
Must Have
One to two years’ experience in the insurance industry, Current 4-40 License, as required by the State Department of Insurance, to effectively service clients, Moderate to advanced knowledge of Microsoft Office Suite, ability to learn other appropriate insurance company and firm software systems
Nice to Have
Basic understanding of insurance coverages
What You'll Do.
Prepare documents for presenting risks
Assist client service teams
Analyze and summarize data
Compile reports under supervision
Record data into software programs
Run monthly cancellation and expiration reports
Process and complete endorsements and audits
Complete special projects
business segment and processes
How You'll Work.
Team & Collaboration
Works with advisors; Works with line-of-business specialists; Assists client service teams
Communication Scope
verbal communications skills; written communications skills
Applying for this Insurance Client Support Representative - Personal Lines role?
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