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Baldwin Group Health Insurance
The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States.
The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States.
Client Relations Analyst
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. Additionally, analysts play a critical role in the enrollment process, working closely with sales agents and ensuring the accuracy and efficiency of applications submitted on behalf of new clients.
Principal Responsibilities:
- Develop close working relationships with sales agents to ensure the smooth enrollment of new clients.
- Handle a high volume of new client enrollments daily.
- Verify all client information for accuracy from applications completed by sales agents.
- Determine the correct voice signature scripts for all policies and communicate them to clients on a recorded line.
- Submit online applications directly to the Health Insurance Marketplace and multiple other insurance carriers.
- Demonstrate excellent attention to detail to avoid errors in application submissions.
- Complete additional assigned tasks as required.
Knowledge, Skills, and Abilities Requirements:
- Ability to multitask effectively in a fast-paced environment.
- Strong written and verbal communication skills.
- Comfortable working independently with minimal supervision.
- Ability to perform repetitive tasks with a high degree of accuracy.
- Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate software systems.
- Strong analytical, research, and problem-solving skills.
- High attention to detail to handle client enrollment effectively.
Technical & Computer 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
Compensation and Benefits
- Competitive base pay plus annual holiday bonus
- Benefits: 401k, Health, Dental, Vision, PTO, 12 paid holidays
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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. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons
