Customer Service Representative – Personal Lines

The Baldwin Group

Client Relations Analyst providing support to customers for The Baldwin Group's insurance services. Engaging with clients on their inquiries while ensuring high-quality service and relationship management.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with the ability to manage client interactions effectively while multitasking across various systems. Proficient in processing policy modifications and maintaining accurate records during client communications.

Highest-signal resume keywords

Customer Service ExperienceInsurance Concepts UnderstandingState Insurance License AcquisitionProficient Typing SkillsMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ModificationsData EntryClient Relationship ManagementMultitaskingProblem Solving

Soft Skills

Calm CommunicationConfidenceFriendlinessObjection HandlingActive Listening

Tools & Technologies

Call Center SystemsClient Management Systems

Certifications & Qualifications

State Insurance License

Industry Keywords

InsuranceClient CallsCoverage QuestionsRevenue RetentionPolicy Changes

About the role

Key responsibilities & impact

Manage inbound client calls regarding payments, cancellations, policy changes, coverage questions, and general service needs
Maintain calm, confident, and friendly communication while multitasking across several systems and screens
Identify opportunities to deepen client relationships or support revenue retention by recognizing unmet needs or coverage gaps
Ability to address concerns, overcome objections, and present solutions or alternatives
Enter accurate information and process updates in real time during client calls
Process endorsements, audits, and other policy modifications
Perform additional duties as assigned

Requirements

What you’ll need

Customer service or call center experience preferred but not required
Basic understanding of insurance concepts preferred
Ability to obtain state-required insurance licenses within the first 90 days (company-supported)
Proficient typing skills with accuracy
Comfortable with Microsoft Office Suite and able to learn new systems quickly

Benefits

Comp & perks

Generous PTO Policy
Complete health benefits package
401K with company matching
Commission Opportunities with Incentives
Training and proper licensing provided