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Customer Service Specialist – Personal Lines
The Baldwin GroupCustomer Representative at The Baldwin Group analyzing client data and assisting advisors with service needs. Preparing documents and processing endorsements in insurance.
About the role
Key responsibilities & impact- Works with advisors and line-of-business specialists
- Analyzes client data and evaluates needs
- Assists advisors with service needs
- Prepares documents for presenting risks to market
- Records data into appropriate software programs
- Processes endorsements and audits
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
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
data analysisdocument preparationrisk evaluationendorsement processingaudit processing
Soft Skills
client servicecommunicationcollaboration
Certifications
4-40 License