Licensed Insurance Representative - Personal Lines

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The 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, this individual assists clients with service needs and makes modifications to accounts as necessary.

What You'll Be Doing:

• Prepare and organize insurance documents to support quoting and risk presentations
• Draft client materials, including applications, summaries, certificates, and auto ID cards
• Respond to client calls and service requests in a timely, professional, and friendly manner
• Assist in preparing presentations and renewal materials for client meetings
• Analyze and summarize policy data to support internal decision-making and client needs
• Accurately maintain client and policy records across systems
• Run and review monthly cancellation and expiration reports
• Process policy changes, endorsements, and audits with attention to detail
• Contribute to team projects and provide support wherever needed
• Share feedback and ideas to help improve internal processes and client outcomes

What You Bring to the Table:

• A current Property & Casualty license (required)
• One to two years of experience in the insurance industry, ideally within personal lines
• Strong problem-solving skills and the ability to think critically when addressing client needs
• High attention to detail, especially when handling policy data and documentation
• Excellent communication skills, both written and verbal
• Comfortable using Microsoft Office and able to learn new insurance systems quickly
• A collaborative, team-first attitude with a willingness to grow and take initiative

What We Offer:

• Hourly base pay with performance-based bonus opportunities
• Generous paid time off plan, including 12 paid holidays
• Access to an on-site gym to support your health and well-being
• Onsite food trucks throughout the year for an enjoyable, team-oriented atmosphere
• Full benefits package, including health, dental, vision, and 401(k) with company match
• A collaborative, welcoming culture where your contributions are valued

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.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.