Customer Service Representative II
Location
United States
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Customer Service Representative II
The Baldwin Group
• 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
Job Requirements
- 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
- 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
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