Customer Service Representative II
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • United States
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About the role
- 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
- Fully remote work environment
- Opportunity to influence process improvements
- Exposure to a fast-growing insurtech environment
- Work with experienced insurance leaders who understand the industry
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforceinsurance policy servicingHO3 policyDP3 policylandlord policyendorsementscoverage structure
Soft Skills
customer servicecommunicationadvocacyproblem-solvingaccountabilityautonomy
Certifications
Property & Casualty insurance license