Client Relation Analyst

Company: Baldwin Risk Partners
Location: Palm Harbor
Posted on: March 18, 2023

Job Description:

Job Description The Guided Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients financial goals. In addition, he/she assists advisors with service needs and makes modifications to accounts as necessary.

• Principal Responsibilities:
  • Prepares documents for presenting risks to market
  • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
  • Assists client service teams in the preparation of presentation materials.
  • Analyzes and summarizes complex data and compiles reports under supervision.
  • Records data into appropriate insurance company and firm software programs.
  • Runs monthly cancellation and expiration reports.
  • Processes and completes endorsements and audits.
  • Completes special projects as assigned.
  • Looks for opportunities to improve the firm, business segment and processes. Knowledge, Skills and Abilities Requirements:
    • Current Florida 4-40 License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment.
    • One to two years experience in the insurance industry.
    • Basic understanding of insurance coverages, preferred.
    • Strong analytical, research and problem-solving skills
    • .High attention to detail.
    • Strong verbal and written communications skills.
    • Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems. Special Working Conditions:
      • Fast paced, multi-tasking environment. Important Notice:
        • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.
        • Additional Job Description Additional Job Description Special Working Conditions:
          • Fast paced, multi-tasking environment. Important Notice:
            • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. Company Description BRP is an award-winning entrepreneur led and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion and dreams. Our family of firms best-in-class resources and diverse portfolio of services are innovating the industry by taking a holistic and tailored approach to insurance, risk management and employee benefits. by Jobble

Keywords: Baldwin Risk Partners, Palm Harbor , Client Relation Analyst, Professions , Palm Harbor, Florida