The Baldwin Group · 3 hours ago
Customer Service Representative II
United States
Full-time
Remote
Mid Level
4+ years expThe Baldwin Group is a company focused on providing innovative insurance solutions for real estate investors and landlords. They are seeking a motivated Customer Service Representative II who will resolve insurance requests and deliver exceptional customer experiences while working autonomously.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Resolve insurance requests quickly and accurately for our current clients through Salesforce cases, incoming phone calls, and other sources of customer requests
Deliver top tier customer experience with every interaction
Work closely with current customers to educate them on the benefits of our programs and products while ensuring all accounts are serviced a in a timely manner
Work closely with referral sources and carrier contacts to successfully deliver for our customers
Adhere to our processes related to customer follow-up and data gathering
Maintain the existing culture predicated on motivation and positive reinforcement while upholding a standard of accountability to self, team, and company
Complete other duties as assigned
Qualification
Required
4+ years working in insurance, homeowners experience is preferred
2+ years in a customer service role
Fearlessness and adaptability in a fast-moving, ever changing environment and a strong ability to multi-task
Detail orientation in everything you do: there is a lot of customer and policy information flying by you – having a keen eye here is essential to your success
Ability to demonstrate how to prioritize competing demands while managing your time effectively
As the role is remote, the ability to collaborate in a virtual environment is a must
Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression
Strong sense of ownership and resourcefulness: comfortable working independently, using available tools, documentation, and subject-matter experts to solve problems efficiently
Experience and comfort using a variety of software tools from Salesforce, Excel and G Suite, to include but not limited to policy management and accounting systems
Personal standard for excellence: strong process orientation and interest in finding better ways to do things
Positive “can do” attitude and a desire to contribute to a growing, energetic work environment
An active Property & Casualty insurance license is required before starting
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