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Customer Service Representative II
The Baldwin GroupCustomer Service Representative resolving property insurance requests. Engaging with clients and carriers while maintaining documentation in a fully remote 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
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
Insurance Policy ServicingCoverage Structure UnderstandingEndorsements KnowledgeProcess Improvement IdentificationData Accuracy Maintenance
Soft Skills
Customer Experience DeliveryAccountabilityAutonomyAdvocacy for Clients
Certifications
Active Property & Casualty Insurance License