Position Summary:The Operations Support Specialist role's focus is to provide a high level of administrative support by planning, coordinating, and providing records, reporting, information management and systems support in a fast-paced, dynamic environment that should challenge and motivate a pro-active and energetic problem solver. In this position, an understanding of the insurance industry is desirable. All interactions require a high level of professionalism to uphold the firm’s positive reputation.Principal Responsibilities:
- Works with internal and external partners to manage policy related issues that arise.
- Communicates effectively with internal and external partners, including effectively managing expectations and deadlines.
- Resolves technical and service problems by clarifying the customer's needs and finding the best solution to solve the issue.
- Maintains a concern for timeliness and completeness when interacting with clients, brokers, or insurance company partners to create a positive experience.
- Documents all activity in client files to ensure quality and responsiveness.
- Works with the account management team to upload client communities, assist with client address scrubs, and maintain current client system issues.
- Audits data entry and makes changes/modifications as required.
- Personally, provides prompt, efficient, high-quality service to clients in all LOB’s.
- Maintains a quality result by following established procedures and making recommendations for changes.
- Assists with special projects as needed and other duties as assigned to include all LOB’s.
Education, Experience, Skills, and Abilities Requirements:
- Education: Undergraduate degree preferred, but not required
- Experience: Minimum of 3 years of customer service experience; 1 year of administrative or office experience; 1 year of data entry experience; 1 years of insurance industry experience is preferred
Knowledge, Skills, And Abilities Required:
- The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
- The ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms.
- Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Technical, Computer, And System-Specific Skills Required:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
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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.
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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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