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. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. 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. In addition, 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 #LI-SL1 IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. 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.

Customer Service Specialist - Personal Lines.

more at Baldwin.

VP, Account Executive, Professional & Cyber Solutions

Sr. Placement Executive, Commercial Risk -IAS, Southwest

Sr. Client Service Specialist, Commercial Risk - IAS, Southwest

similar roles.

Licensed Practical Nurse MEAC

Licensed Practical Nurse MEAC - NU

Client Service Associate

Techniker Netzbau (w/m/d)

Bauführung Werkleitungsbau (w/m/d)

2027 Summer Internship - BMTA Investment Research & Strategies