Client Contact Coordinator acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and assisting clients and/or advisors with service requests.
PRIMARY RESPONSIBILITIES:
Greeting & assisting clients entering the office
Provide policy documents and identification cards In person, via email or fax
Assist clients with billing questions and premium payment processing Including change in payment plans
Establishing EFT or RCC and securing necessary forms/signatures
Pull overflow payment messages and return client calls
Support service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellations
Obtain necessary signatures on paperwork
Support Risk Consultants
Call clients if R/C is running behind their scheduled appointment
Attached in Agency Management System applications completed through DocuSign
Follow up on applications not completed and returned by clients
Prepare thank you cards and 30 day follow up letters
Calling and scheduling appointments for web-site quote requests
Scheduling appointment on the shared office calendar
Record in office client visits
Monitor supplies needs and submit list for ordering
Closing duties
Making sure the lobby is clean
Securing documents
Closing the blinds, locking the door and turn off lights, fans, and television
KNOWLEDGE, SKILLS & ABILITIES:
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Ability to learn any other appropriate program or software system used by the firm as necessary
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
EDUCATION & EXPERIENCE:
License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
Experience: None required; 0-2 years insurance experience preferred
Prior experience with multi-line phones and basic computer knowledge is required.
Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred
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Top Skills
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
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