Licensed Client Support Specialist – Personal Lines

The Baldwin Group

Client Relations Analyst assisting advisors in analyzing client data and creating risk management solutions. In fast-paced insurance firm, handling documentation and client service tasks.

Posted 7/14/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in preparing insurance-related documents and analyzing complex data while effectively supporting client service teams. Proficient in utilizing Microsoft Office Suite and insurance software systems to enhance operational efficiency.

Highest-signal resume keywords

Insurance Industry Experience20-44 or 2-20 LicenseDocument PreparationData AnalysisMicrosoft Office Suite Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Document PreparationData AnalysisReport CompilationEndorsement ProcessingAudit Completion

Soft Skills

Attention to DetailProblem-SolvingCollaboration

Tools & Technologies

Insurance Software SystemsMicrosoft Office Suite

Certifications & Qualifications

20-44 or 2-20 License

Industry Keywords

Insurance CoveragesClient ServiceRisk PresentationCancellation ReportsExpiration Reports

About the role

Key responsibilities & impact

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 the 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

Requirements

What you’ll need

One to two years’ experience in the insurance industry
Current 20-44 or 2-20 license is required
Basic understanding of insurance coverages, preferred
Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems

Benefits

Comp & perks

Fast paced, multi-tasking environment
Must be able to travel to Destin, FL for training
Florida insurance experience