Licensed Customer Service Representative

The Baldwin Group

Remote Licensed Customer Service Representative answering calls and processing inquiries for insurance products. Delivering high-quality service while managing payments and client relations in a fast-paced environment.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Takes incoming calls and places outbound calls as necessary
Processes and replies to Customer Service emails as assigned by leadership
Takes payments for policies
Makes changes and endorsements to policies that may or may not require a license
Attracts potential customers by answering product and service questions
Personally provides prompt, efficient, high-quality service to all clients

Requirements

What you’ll need

Minimum of 2 years of Customer Service experience and/or 1 year of Call Center experience
Must have Personal Lines Insurance License
The ability to learn appropriate firm software systems
The ability to learn insurance products and grow in product knowledge
Capable of multi-tasking and prioritizing workloads while adhering to deadlines
The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows

Benefits

Comp & perks

Exceptional service through a dedicated team
Continuous evaluations for improvement and efficiency

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

Customer ServiceCall Center experiencePersonal Lines Insurance LicensePayment processingPolicy changesProduct knowledge

Soft Skills

Multi-taskingPrioritizing workloadsEffective communicationTeam collaborationKnowledge sharing

Certifications

Personal Lines Insurance License