Client Relationship And Operations Associate

Company Description CAC, part of The Baldwin Group, is a leading insurance broker and advisor with deep expertise across insurance and capital markets. The organization delivers specialized solutions and services across diverse industry verticals and product lines. Through a tailored approach to risk management, insurance, and employee benefits, CAC focuses on meeting the specific needs of each client. The company supports clients, colleagues, partners, and communities with innovative resources and access to capital. Team members join a collaborative environment that emphasizes client service, professional growth, and long-term relationships.

Role Description The Client Relationship and Operations Associate is a full-time, on-site role based in Dallas, TX. This role supports client-facing advisors and internal teams by handling day-to-day service requests, coordinating policy changes, and maintaining accurate client records and documentation. Responsibilities include responding to client inquiries, preparing proposals and renewal materials, tracking key deadlines, and assisting with implementation of insurance and employee benefits solutions. The associate will help streamline operational workflows, support data entry and reporting, and ensure timely follow-up on outstanding items. The role requires strong attention to detail, clear communication with clients and colleagues, and a commitment to high-quality service and operational efficiency.

Qualifications

• Client service and relationship management skills, including responsiveness, professionalism, and the ability to build trust with diverse stakeholders.
• Operational and administrative skills, such as data entry accuracy, document management, process coordination, and task prioritization.
• Communication skills, including clear written and verbal communication, active listening, and the ability to explain information in an accessible way.
• Analytical and problem-solving skills to interpret information, resolve issues, and support effective risk and benefits solutions.
• Proficiency with office productivity tools (e.g., Microsoft Office or similar), CRM or client management systems, and basic reporting tools.
• Ability to work collaboratively in a team environment, while taking ownership of individual responsibilities in a fast-paced setting.
• Attention to detail, strong organizational skills, and reliability in meeting deadlines and managing multiple priorities.
• Prior experience in insurance, employee benefits, financial services, or a related client service or operations role is preferred.
• Associate or Bachelor’s degree in business, finance, insurance, or a related field, or equivalent experience.