Customer Service Representative II

🔥 14 hours ago

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows • Service property policies (coverage changes, renewals, endorsements, billing questions, etc.) • Deliver high-quality customer experiences — especially in complex or time-sensitive situations • Partner directly with carrier partners and referral sources to advocate for clients • Maintain strong documentation and data accuracy within Salesforce • Identify inefficiencies and suggest process improvements • Operate with accountability and autonomy in a fully remote environment

🎯 Requirements

• 4+ years working in the insurance industry (homeowners/property experience strongly preferred) • 2+ years in a customer-facing service role • Active Property & Casualty insurance license (required before starting — non-negotiable) • Experience servicing HO3, DP3, or landlord policies • Experience working in an MGA, agency, or carrier environment • Strong understanding of endorsements and coverage structure • Spanish fluency (preferred but not required)

🏖️ Benefits

• Comprehensive health, dental, vision and life insurance • Flexible paid time off including 12 week Paid Parental Leave • Retirement savings plan with company match • Equity participation opportunities • Monthly stipends to support a healthy lifestyle and learning and development opportunities