The Baldwin Group · 13 hours ago
Customer Service Representative - Westwood
Plano, Texas, US
Full-time
Hybrid
Entry Level
1+ years expThe Baldwin Group is a leading personal lines agency in the US, providing a wide selection of insurance products since 1952. They are seeking a Customer Service Representative to deliver accurate customer service, assist with policy inquiries, and support clients with their insurance needs.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Provide timely, accurate customer service by answering inbound calls, researching inquiries and responding to coverage, billing and policy related questions
Rewrite or generate new policies by recommending available coverages and products to meet client’s insurance needs
Continued professional growth by completing various corporate product training courses throughout tenure with Westwood
Build customer service knowledge by taking personal initiative for learning additional processes and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries
Gain knowledge of department processes and procedures
Qualification
Required
High School Diploma/GED
1 year relevant experience
Property & Casualty insurance license
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