Client Relations Analyst - 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 is an essential member of our frontline service team and often the first point of contact for current clients. This role is ideal for individuals who are friendly, steady under pressure, adaptable, and natural multitaskers. The role requires navigating multiple systems and screens while engaging in confident, professional phone conversations. Success in this position also requires an entrepreneurial and sales-minded approach. CRAs must be able to recognize opportunities to retain clients, offer solutions, and resolve concerns. Primary Responsibilities Manage inbound client callsregardingpayments, cancellations, policy changes, coverage questions, and general service needs. Maintain calm, confident, and friendly communication while multitasking across several systems and screens. Identifyopportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps. Ability toaddress concerns, overcome objections, and present solutions or alternatives. Enteraccurateinformation and process updates in real time during client calls. Process endorsements, audits, and other policy modifications. Performadditionalduties as assigned. Knowledge, Skills & Abilities Ability to multitask with ease, incl