Insurance Client Services & Data Support Specialist

Baldwin Group Colleague, Inc.; Panama City (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Baldwin Group Colleague, Inc. is seeking a Customer Representative based in Panama City, Florida, to assist with analyzing client data and providing effective risk management solutions. The role involves preparing essential documents and reports, supporting client service teams, and ensuring efficient service delivery.

The ideal candidate will have 1-2 years of experience in the insurance industry, strong analytical skills, and attention to detail. A current 4-40 License is required or must be obtained within the first 90 days of employment.

Qualifications

• Experience with client data analysis and risk management solutions.
• Proficiency in Microsoft Office Suite.
• Ability to learn insurance company software systems.

Responsibilities

• Prepare documents for presenting risks to market.
• Analyze and summarize complex data and compile reports.
• Assist client service teams in preparing presentation materials.
• Process and complete endorsements and audits.

Skills

Strong analytical skills

Attention to detail

Verbal communication

Written communication

Education

One to two years’ experience in the insurance industry

Current 4-40 License

Basic understanding of insurance coverages

Moderate to advanced knowledge of Microsoft Office Suite

Job description

Baldwin Group Colleague, Inc. is seeking a Customer Representative based in Panama City, Florida, to assist with analyzing client data and providing effective risk management solutions. The role involves preparing essential documents and reports, supporting client service teams, and ensuring efficient service delivery.

The ideal candidate will have 1-2 years of experience in the insurance industry, strong analytical skills, and attention to detail. A current 4-40 License is required or must be obtained within the first 90 days of employment.