12/10/2024
We are Guided Insurance Solutions, a Baldwin Group Company. We’re not your run-of-the-mill insurance broker. And we’re not bots or algorithms. We’re real people striving to better serve and educate the world about the importance of good insurance coverage. We’re passionate about helping customers make the right insurance decisions so that, no matter what life throws their way, they can stress less and live more knowing they’re well. 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...
The Baldwin Group
Charlotte, NC, USA
Full Time