Bilingual Insurance Client Relations Specialist

The Baldwin Group; United States; Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Training and proper licensing provided

Generous PTO Policy

Complete health benefits package

401K with company matching

Commission opportunities with Incentiv

Career advancement opportunities

Job summary

The Baldwin Group is seeking a Client Relations Analyst to join our frontline service team. You will handle high-volume client calls, resolve policy questions, and identify opportunities to strengthen client relationships across U.S. and international markets.

Ideal candidates are friendly, steady under pressure, adaptable, and able to multitask across several systems. English and Spanish fluency is preferred, with licensing support provided by the company.

Qualifications

• Ability to multitask with ease across calls and multiple systems.
• Strong verbal communication in a professional manner.
• Attention to detail with accurate documentation.
• Ability to learn new systems quickly and adapt to workflows.

Responsibilities

• Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs.
• Maintain calm, confident, and friendly communication while multitasking across several systems and screens.
• Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps.
• Address concerns, overcome objections, and present solutions or alternatives.
• Enter accurate information and process updates in real time during client calls.
• Process endorsements, audits, and other policy modifications.
• Perform additional duties as assigned.

Skills

Multitasking

Verbal communication

Typing accuracy

Attention to detail

Collaboration

Fast learner

MS Office

Education

Active Personal Lines license

1-2 years insurance experience

Tools

Microsoft Office Suite

Job description

The Baldwin Group is seeking a Client Relations Analyst to join our frontline service team. You will handle high-volume client calls, resolve policy questions, and identify opportunities to strengthen client relationships across U.S. and international markets.

Ideal candidates are friendly, steady under pressure, adaptable, and able to multitask across several systems. English and Spanish fluency is preferred, with licensing support provided by the company.