The Baldwin Group · 5 hours ago
Customer Service Specialist - Personal Lines
Tampa, Florida, US
Full-time
Onsite
Entry Level
1+ years expThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering a range of insurance and risk management services. They are seeking a Customer Service Specialist to handle inbound client calls, assist with service requests, and support the client service teams.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Handles all inbound calls from current clients for any type of service requests; payments, cancellations, changes, and other customer service questions
Assists advisors with service needs and makes modifications to accounts as necessary
Prepares documents for presenting risks to market
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
Assists client service teams in the preparation of presentation materials
Analyzes and summarizes complex data and compiles reports under supervision
Records data into the appropriate insurance company and firm software programs
Runs monthly cancellation and expiration reports
Processes and completes endorsements and audits
Completes special projects as assigned
Looks for opportunities to improve the firm, business segment and processes
Qualification
Required
Strong analytical, research and problem-solving skills
High attention to detail
Strong verbal and written communications skills
One to two years' experience in the insurance industry
Current 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
Call center experience 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.
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