Licensed Insurance Client Services Pro (Hybrid)

The Baldwin Group; United States; Hybrid; USD 30,000 - 48,000; Full time

Job summary

The Baldwin Group in the United States is seeking a Customer Service Specialist with a Personal Lines Insurance license to deliver high-quality support to clients and brokers.

You will handle policy questions, update client information, and resolve service issues while collaborating with teammates to ensure timely responses. A valid P&C license is required; hybrid work arrangement available.

Qualifications

• Minimum 2 years of customer service experience, or 1 year in a call center.
• Must hold Personal Lines Insurance License or P&C License.
• Ability to learn firm software systems.
• Ability to learn insurance products and explain them clearly to members.
• Capable of multi-tasking and meeting deadlines.
• Team-oriented with strong communication.

Responsibilities

• Maintains a concern for timeliness and completeness when interacting with clients, brokers or insurance company partners to create a positive experience.
• Documents all activity in on-line client file to ensure quality and responsiveness.
• Personally, provides prompt, efficient, high-quality service to all clients.
• Resolving product or service problems by clarifying the customer's complaint and recommending the best solution to solve the problem.
• Attracts potential customers by answering product and service questions. Makes suggestions about other products and services based on client needs.
• Maintains a quality result by following established procedures and making recommendation for changes.
• Open, cancels and updates client policy information based on requests received.
• Provides system and procedure training to new colleagues and acts as subject-matter expert for colleagues.
• Continuously evaluates current processes for improvement and/or efficiency.
• Handles complex client escalations for colleagues ensuring client satisfaction and assists in managing the day-to-day operations.

Skills

Customer Service

Call Center

Communication Skills

Education

Personal Lines Insurance License (P&C)

Job description

The Baldwin Group in the United States is seeking a Customer Service Specialist with a Personal Lines Insurance license to deliver high-quality support to clients and brokers.

You will handle policy questions, update client information, and resolve service issues while collaborating with teammates to ensure timely responses. A valid P&C license is required; hybrid work arrangement available.