The Baldwin Group · 2 weeks ago
Customer Experience Specialist
Tampa, Florida, US
Full-time
Onsite
New Grad, Entry LevelThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. They are seeking a Customer Experience Specialist to manage client policies, process mail, and assist advisors with service needs.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Processes mail (inbound and outbound)
Manages endorsements
Creates emails
Uploads client information into our systems
Manages policies for current clients
Assists advisors with service needs
Makes modifications to accounts as necessary
Qualification
Required
Strong analytical, research and problem-solving skills
High attention to detail
Strong verbal and written communications skills
Current Property & Casualty License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment
Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
Preferred
Basic understanding of insurance coverages, preferred
Benefits
Training and proper licensing provided
Generous PTO Policy
Complete health benefits package
401K with company matching
Opportunity to move up in your career based on personal performance
Company
The Baldwin Group
The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.
Founded in 2011
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
Company data provided by crunchbase