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The Baldwin Group · 1 day ago

Licensed Customer Service Representative - MSI

Keller, Texas, US

Full-time

Hybrid

Entry Level

2+ years exp

The Baldwin Group is a leading MGA specializing in insurance solutions, and they are seeking a Licensed Customer Service Representative. The role involves taking incoming and outgoing calls, processing customer service emails, and ensuring high-quality service to clients while handling policy changes and customer inquiries.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Resolves 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

Qualification

Personal Lines Insurance LicenseCustomer Service ExperienceCall Center ExperienceSoftware Systems KnowledgeTeam CommunicationMulti-taskingBehavioral Tenets

Required

Minimum of 2 years of Customer Service experience and/or 1 year of Call Center experience

Must have Personal Lines Insurance License

The ability to learn appropriate firm software systems

The ability to learn insurance products and grow in product knowledge

The ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms

Capable of multi-tasking and prioritizing workloads while adhering to deadlines

The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows

Demonstrates the firm's behavioral tenets, exuding behavior that is aligned with the corporate culture

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.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees