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Customer Support Representative – Personal Lines
The Baldwin GroupCustomer Support Representative handling client inquiries for The Baldwin Group, an insurance brokerage firm. Managing calls related to payments, policy changes, and general service needs.
About the role
Key responsibilities & impact- Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs.
- Maintain calm, confident, and friendly communication while multitasking across several systems and screens.
- Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps.
- Ability to address 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.
Requirements
What you’ll need- Customer service or call center experience preferred but not required
- Basic understanding of insurance concepts preferred
- Ability to obtain state-required insurance licenses within the first 90 days (company-supported)
- Proficient typing skills with accuracy
- Comfortable with Microsoft Office Suite and able to learn new systems quickly
- Spanish and English language proficiency strongly preferred
- Ability to multitask with ease, including talking, typing, researching, and problem-solving simultaneously
- Strong follow-through, reliability, and a collaborative approach
Benefits
Comp & perks- Training and proper licensing provided
- Generous PTO Policy
- Complete health benefits package
- 401K with company matching
- Commission Opportunities with Incentives
- Opportunity to move up in your career based on personal performance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicecall center experienceinsurance conceptstyping skillsmultitaskingproblem-solving
Soft Skills
communicationcalmnessconfidencereliabilitycollaborationfollow-through
Certifications
state-required insurance licenses