Customer Service Specialist – Personal Lines

The Baldwin Group

Customer Representative working with advisors to analyze client data and create risk management solutions. Preparing documents and assisting with service needs as necessary.

Posted 5/22/2026full-timeDestin • Florida • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Works with advisors and line-of-business specialists to analyze client data
Prepares documents for presenting risks to market
Assists client service teams in the preparation of presentation materials
Analyzes and summarizes complex data and compiles reports under supervision
Records data into appropriate insurance company and firm software
Runs monthly cancellation and expiration reports
Processes and completes endorsements and audits
Completes special projects as assigned

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
Basic understanding of insurance coverages, preferred
Moderate to advanced knowledge of Microsoft Office Suite

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisreport compilationdocument preparationrisk assessmentendorsement processingaudit completion

Soft Skills

communicationcollaborationorganizational skills

Certifications

4-40 License