The Baldwin Group - Fraser, MI
posted 20 days ago
Full-time - Entry Level
Fraser, MI
1,001-5,000 employees
Performing Arts, Spectator Sports, and Related Industries
About the position
The Client Relations Analyst at National Health Plans & Benefits Agency, LLC plays a crucial role in supporting advisors and line-of-business specialists by analyzing client data and developing effective risk management solutions. This position focuses on ensuring that clients' financial goals are met through comprehensive service and account management, while also contributing to the overall improvement of the firm's processes.
Responsibilities
- Prepares documents for presenting risks to market
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
- Assists client service teams in the preparation of presentation materials
- Analyzes and summarizes complex data and compiles reports under supervision
- Records data into the appropriate insurance company and firm software programs
- Runs monthly cancellation and expiration reports
- Processes and completes endorsements and audits
- Completes special projects as assigned
- Looks for opportunities to improve the firm, business segment and processes
Requirements
- One to two years' experience in the insurance industry
- Current License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment
- Strong analytical, research and problem-solving skills
- High attention to detail
- Strong verbal and written communications skills
- Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
Nice-to-haves
- Basic understanding of insurance coverages
