Client Relations Specialist

The Baldwin Group

Client Relations Specialist serving high-net-worth clients at The Baldwin Group. Responsible for client service requests, processing endorsements, and answering coverage questions.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates proficiency in client service management, including processing endorsements and issuing new business, while maintaining a strong understanding of insurance coverage. Possesses excellent communication skills and a commitment to accuracy and thoroughness in all responsibilities.

Highest-signal resume keywords

Current State Insurance LicenseClient Service ManagementMicrosoft WordMicrosoft ExcelTyping Speed of 55 Words Per Minute

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ManagementProcessing EndorsementsIssuing New BusinessInsurance Coverage KnowledgeTyping Speed of 55 Words Per Minute

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationProactive InitiativeAccuracyThoroughness

Tools & Technologies

Insurance Company SoftwareFirm Software Programs

Certifications & Qualifications

Current State Insurance License

Industry Keywords

Client Service RequestsRemarketing Accounts

About the role

Key responsibilities & impact

Respond to incoming client service requests for small to large accounts
Process endorsements
Issues new business
Answer client questions regarding coverage
Remarkets accounts as needed

Requirements

What you’ll need

Current State Insurance License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
Intermediate knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software programs.
Capable of typing a minimum of 55 words per minute.
Excellent written and verbal communication skills.
Takes initiative to contribute as a proactive and determined professional.
Uses accuracy and thoroughness while completing job responsibilities.
Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.

Benefits

Comp & perks

Fast paced, multi-tasking environment.