Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Client Service Consultant responsible for managing client inquiries and service delivery excellence. Building strong relationships with clients while proactively resolving issues in a hybrid work environment.
Responsibilities
- Serve as primary point of contact for a designated book of business
- Proactively identify and resolve client issues
- Attend geographically assigned local market client/broker meetings
- Build strong relationships with the client/broker
- Make independent decisions and present proactive solutions/approaches
- Provide subject matter knowledge to cross-functional teams
Requirements
- Bachelor/Associate’s degree in a related field preferred or at least 3+ years of related experience
- Previous sales operations, service, sales support skills
- Strong analytical and problem solving skills
- Strong attention to detail
- Strong communication and interpersonal skills (verbal, written)
- Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Salesforce
Benefits
- Medical, vision, dental insurance
- Well-being and behavioral health programs
- 401(k) with company match
- Company paid life insurance
- Tuition reimbursement
- Minimum of 18 days of paid time off per year
- Paid holidays
Job title
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Experience level
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