Customer Service Representative II

The Baldwin Group

Customer Service Representative resolving property insurance requests. Engaging with clients and carriers while maintaining documentation in a fully remote environment.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in servicing property insurance policies, including HO3, DP3, and landlord policies, while maintaining high standards of customer service and documentation accuracy in Salesforce. Operates effectively in a remote environment, advocating for clients and identifying process improvements.

Highest-signal resume keywords

Property & Casualty Insurance LicenseCustomer Service ExperienceInsurance Industry KnowledgeSalesforce ProficiencySpanish Fluency

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Insurance Policy ServicingCoverage Structure UnderstandingEndorsements KnowledgeProcess Improvement IdentificationData Accuracy Maintenance

Soft Skills

Customer Experience DeliveryAccountabilityAutonomyAdvocacy for Clients

Tools & Technologies

Salesforce

Certifications & Qualifications

Active Property & Casualty Insurance License

Industry Keywords

Homeowners InsuranceProperty InsuranceMGAAgencyCarrier Environment

About the role

Key responsibilities & impact

Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)
Deliver high-quality customer experiences — especially in complex or time-sensitive situations
Partner directly with carrier partners and referral sources to advocate for clients
Maintain strong documentation and data accuracy within Salesforce
Identify inefficiencies and suggest process improvements
Operate with accountability and autonomy in a fully remote environment

Requirements

What you’ll need

4+ years working in the insurance industry (homeowners/property experience strongly preferred)
2+ years in a customer-facing service role
Active Property & Casualty insurance license (required before starting — non-negotiable)
Experience servicing HO3, DP3, or landlord policies
Experience working in an MGA, agency, or carrier environment
Strong understanding of endorsements and coverage structure
Spanish fluency (preferred but not required)

Benefits

Comp & perks

Comprehensive health, dental, vision and life insurance
Flexible paid time off including 12 week Paid Parental Leave
Retirement savings plan with company match
Equity participation opportunities
Monthly stipends to support a healthy lifestyle and learning and development opportunities