Renewals & Client Experience Specialist

The-Baldwin-Group; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

The Baldwin Group, an award-winning insurance brokerage, seeks a Client Success Specialist to manage renewal lifecycles, data accuracy, and compliance for a diverse client base. You will coordinate with Client Relationship Managers, carriers, and internal teams to deliver timely renewals and a superior client experience.

Responsibilities include preparing renewal materials, resolving issues, and supporting process improvements while applying commercial insurance knowledge and sound professional

Qualifications

• Bachelor's degree in business, finance, insurance or related field preferred.
• 1–3+ years of commercial insurance experience in brokerage, carrier or client service role.

Responsibilities

• Deliver on Stewardship Promises to clients by owning assigned tasks and meeting due dates.
• Independently lead process execution and cross-functional coordination for assigned clients.
• Oversee renewal activities and ensure accurate, timely execution while anticipating issues and resolving conflicts.
• Prepare external communications such as renewal materials and coverage summaries.
• Support retention and growth of an assigned book of business by delivering accurate policy administration and high-quality client experience.

Skills

Commercial insurance experience

Strong communication

Attention to detail

Licensing readiness

Education

Bachelor's degree in business/finance/insurance

Tools

Applied Epic

Microsoft Excel

Microsoft Word

PowerPoint

Job description

The Baldwin Group, an award-winning insurance brokerage, seeks a Client Success Specialist to manage renewal lifecycles, data accuracy, and compliance for a diverse client base. You will coordinate with Client Relationship Managers, carriers, and internal teams to deliver timely renewals and a superior client experience.

Responsibilities include preparing renewal materials, resolving issues, and supporting process improvements while applying commercial insurance knowledge and sound professional