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Licensed Client Support Specialist – Personal Lines
The Baldwin GroupClient Relations Analyst assisting in presenting insurance risks and preparing related documents for a national insurance firm. Collaborating with service teams to manage client data and improve processes.
Core Competencies
Role fitCore 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
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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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 License2-20 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
- Ability to learn other appropriate insurance company and firm software systems
Benefits
Comp & perks- Fast paced, multi-tasking environment
- Must have Florida insurance experience