20-44 or 2-20 Licensed Customer Service Representative - Personal Lines
About The Position
The Licensed Customer Service Representative is an essential member of The Baldwin Group’s frontline service team and is often the first point of contact for current clients. The role calls for a friendly, adaptable person who remains steady under pressure and can multitask while navigating multiple systems and screens and conducting professional phone conversations. A sales-minded, entrepreneurial approach is important: representatives recognize opportunities to retain clients, identify needs or coverage gaps, offer solutions, and resolve concerns. English and Spanish fluency is preferred. The position requires at least one year of insurance experience and an active Personal Lines license.
Requirements
- At least 1–2 years of insurance experience.
- Active Personal Lines license.
- Ability to multitask, including talking, typing, researching, and problem-solving simultaneously.
- Comfort managing a steady volume of calls.
- Strong verbal communication skills and a friendly, patient, professional demeanor.
- Ability to learn quickly and use multiple systems and a multi-screen setup.
- High attention to detail and accurate documentation skills.
- Strong follow-through, reliability, and a collaborative approach.
- Proficient typing skills with accuracy.
- Comfort using Microsoft Office Suite and learning new systems quickly.
Nice To Haves
- English and Spanish fluency.
- Customer service or call center experience.
- Basic understanding of insurance concepts.
Responsibilities
- Manage inbound client calls about payments, cancellations, policy changes, coverage questions, and general service needs.
- Communicate in a calm, confident, friendly, and professional manner while using several systems and screens.
- Identify opportunities to strengthen client relationships and support revenue retention by recognizing unmet needs or coverage gaps.
- Address client concerns, overcome objections, and present solutions or alternatives.
- Enter accurate information and process updates in real time during client calls.
- Process endorsements, audits, and other policy modifications.
- Perform additional duties as assigned.
Benefits
- Training and proper licensing provided.
- Generous PTO policy.
- Complete health benefits package.
- 401(k) with company matching.
- Commission opportunities with incentives.
- Opportunity for career advancement based on personal performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
