Customer Service Representative II

The 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.

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

Requirements:

• 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