Client Relations Analyst – Insurance & Growth Path

baldwin; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training & Licensing

Generous PTO

Health benefits

401K match

Bonuses

Job summary

The Baldwin Group is a leading insurance broker delivering tailored risk management and insurance services across the U.S. The Client Relations Analyst role supports frontline service, handling client inquiries, policy changes, and service needs with professionalism.

Ideal candidates are friendly, calm under pressure, and adept at multi-tasking across systems. Training, licensing support, and comprehensive benefits are offered to help you grow within the company.

Qualifications

• Customer service or call center experience preferred but not required.
• Basic understanding of insurance concepts preferred.
• Ability to obtain state-required insurance licenses within the first 90 days (company-supported).
• Proficient typing skills with accuracy.
• Comfortable with Microsoft Office Suite and able to learn new systems quickly.

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

Attention to detail

Team collaboration

Problem solving

Typing

Tools

Microsoft Office

CRM software

Job description

The Baldwin Group is a leading insurance broker delivering tailored risk management and insurance services across the U.S. The Client Relations Analyst role supports frontline service, handling client inquiries, policy changes, and service needs with professionalism.

Ideal candidates are friendly, calm under pressure, and adept at multi-tasking across systems. Training, licensing support, and comprehensive benefits are offered to help you grow within the company.