baldwin

Client Relations Analyst - Personal Lines

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At a Glance

Location
Tampa, Florida, United States
Employment
Full time
Posted
2026-07-24

Key Requirements

Required Skills

Microsoft Office

Domain Knowledge

  • Insurance

Benefits & Perks

Health Insurance

icy Complete health benefits package 401K with company matching Commission O

Requirements

Quick learner who is comfortable using multiple systems and a multi-screen setup.

Customer service or call center experience preferred but not required.

Basic understanding of insurance concepts preferred.

Compensation & Benefits

Training and proper licensing provided

Generous PTO Policy

Complete health benefits package

401K with company matching

Commission Opportunities with Incentives

Opportunity to move up in your career based on personal performance

Responsibilities

Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs.

Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps.

Enter accurate information and process updates in real time during client calls.