Customer Service Representative – Personal Lines

The Baldwin Group

Customer Representative analyzing client data to create effective risk management solutions for clients. Requires insurance industry expertise and strong communication skills.

Posted 4/30/2026full-timeDestin • Florida • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Prepares documents for presenting risks to market
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
Assists client service teams in the preparation of presentation materials.
Analyzes and summarizes complex data and compiles reports under supervision.
Records data into the appropriate insurance company and firm software programs.
Runs monthly cancellation and expiration reports.
Processes and completes endorsements and audits.
Completes special projects as assigned.
Looks for opportunities to improve the firm, business segment and processes.

Requirements

What you’ll need

One to two years’ experience in the insurance industry.
Current 4-40 License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment.
Basic understanding of insurance coverages, preferred.
Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems.

Benefits

Comp & perks

Fast paced, multi-tasking environment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisreport compilationdocument preparationinsurance endorsementsauditing

Soft Skills

client servicepresentation skillsprocess improvement

Certifications

4-40 License