The Baldwin Group

Compensation

Full Description

Support sales teams with processing insurance applications and policies, handling lender calls for policy requests and basic customer calls in a high volume fast paced call center. PRIMARY RESPONSIBILITIES: Answer inbound call from lenders ordering quotes and policies Provide support to the sales team by answering inbound customer calls as needed, responding to basic policy inquiries, and forwarding to appropriate sales colleagues as needed Gather and accurately process customer and loan information related to policy issuance, endorsements, and cancellations within departmental timeframe standards Maintain familiarity with all aspects of our quality standards Provide suggestions for improvements to processes and systems Conduct outbound phone calls to prospective customers to transfer to agent Cultivate strong working relationships with agents, lenders, and settlement service providers Organize and prioritize workload to meet team and company objectives KNOWLEDGE, SKILLS & ABILITIES: Organization and time management Team oriented Flexible with changing priorities Ability to listen to and consider the views and opinions of others Encourage open communication, cooperation, and knowledge sharing Oral and written communication skills Problem solving Working independently Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture EDUCATION & EXPERIENCE: Experience in call centers, sales, customer service, or data entry Follow established guidelines to focus on details and complete tasks attentively and thoroughly Demonstrated interest in enhancing knowledge; seeks opportunities to learn and grow Complete tasks attentively and thoroughly with attention to detail Utilize established procedures to guide decision-making IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. 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 (previously Baldwin Risk Partners) 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.