6 jobs found in the villages

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.       Great starting opportunity to move into sales if desired!     Job Summary:   The Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create...

The Contact Center Representative will be responsible for managing inbound and outbound calls, routing customer inquiries to the appropriate team to resolve all customer issues. PRIMARY RESPONSIBILITIES: • Manage high volume inbound phone calls and emails in a professional manner. • Receive customer inquiries and complaints and provide prompt and accurate assignment to the appropriate team member. • Gather customer information and input it into our database. • Provide accurate information regarding products and services to customers. • Help customers navigate our company website to obtain information or complete tasks. • Collaborate with other team members to identify customer needs and resolve issues. • Maintain up-to-date knowledge of our company's products, services, and promotions. KNOWLEDGE, SKILLS & ABILITIES: • Proficient computer skills and familiarity with customer database software. • Excellent communication skills, both oral and written. • Strong problem-solving...

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. Why work at The Baldwin Group? E ligible for The Villages Charter School enrollment   Paid training Fast track career path to sales (if desired) We will pay for you to obtain your license during career tracking 401k matching Adoption...

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. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary. PRIMARY 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....

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...

Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond). The Advisor, MIS sells new accounts in keeping with firm and individual goals. Consultants build relationships with prospects, service team, insurance company partners and centers of influence, while identifying and soliciting sales prospects. Job Description Principal Responsibilities: Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale. Maintains a concern for...