Customer Service Specialist - Personal Lines

Baldwin Group Colleague, Inc.; Panama City (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Baldwin Group Colleague, Inc. is seeking a Customer Representative based in Panama City, Florida, to assist with analyzing client data and providing effective risk management solutions. The role involves preparing essential documents and reports, supporting client service teams, and ensuring efficient service delivery.

The ideal candidate will have 1-2 years of experience in the insurance industry, strong analytical skills, and attention to detail. A current 4-40 License is required or must be obtained within the first 90 days of employment.

Qualifications

• Experience with client data analysis and risk management solutions.
• Proficiency in Microsoft Office Suite.
• Ability to learn insurance company software systems.

Responsibilities

• Prepare documents for presenting risks to market.
• Analyze and summarize complex data and compile reports.
• Assist client service teams in preparing presentation materials.
• Process and complete endorsements and audits.

Skills

Strong analytical skills

Attention to detail

Verbal communication

Written communication

Education

One to two years’ experience in the insurance industry

Current 4-40 License

Basic understanding of insurance coverages

Moderate to advanced knowledge of Microsoft Office Suite

Job description

Company Overview

The Baldwin Group is an award‑winning entrepreneur‑led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award‑winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.

Job Summary

The Customer Representative works with advisors and line‑of‑business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients’ financial goals. This individual assists advisors with service needs and makes modifications to accounts as necessary.

Primary Responsibilities

• 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

Knowledge, Skills & Abilities

• Strong analytical, research and problem‑solving skills
• High attention to detail
• Strong verbal and written communications skills

Education & Experience

• One to two years’ experience in the insurance industry
• Current 4-40 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
• Basic understanding of insurance coverages, preferred
• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.