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Customer Service Representative - MSI

The Baldwin Group

Keller, TX

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JOB DETAILS
SKILLS
Brokerage, Call Centers, Communication Skills, Customer Escalations, Customer Relations, Customer Satisfaction, Customer Support/Service, Distribution Channel, Establish Priorities, Insurance, Leadership, Multitasking, Problem Solving Skills, Procedure Development, Process Improvement, Quality Management, Risk, Service Delivery, Time Management, Underwriting
LOCATION
Keller, TX
POSTED
Today
Why MSI? We thrive on solving challenges.

As a leading MGA, MSI combines deep underwriting expertise with insurer and reinsurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers' unique needs.

We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products - from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property - delivered through agents, brokers, wholesalers and other brand partners.

Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle.

Bring on your challenges and let us show you how we build insurance better.

The Customer Service Representative takes incoming calls and places outbound calls as necessary. Processes and replies to Customer Service emails as assigned by leadership. Takes payments for policies. Makes changes and endorsements to policies.

Principal 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.
Education, Experience, Skills and Abilities Requirements:
  • 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.


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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.

About the Company

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The Baldwin Group