Client Service Representative

Brown & Brown; Baton Rouge (LA); On-site; USD 35,000 - 55,000; Full time

Job summary

Brown & Brown in Baton Rouge is seeking a dedicated professional to manage policy renewals, process applications, and maintain client and carrier relationships. Responsibilities encompass invoicing, documentation, and assisting producers with various tasks.

The ideal candidate will ensure timely communication with clients and uphold service standards, contributing to the overall effectiveness of our operations. Join a diverse team at a leading independent insurance intermediary.

Responsibilities

• Prepare renewal packages for Producers including necessary documentation.
• Issue binders and master certificates as required.
• Process policies and invoices accurately.
• Update billing screens and applications as needed.
• Respond to incoming client or carrier calls promptly.
• Complete requests for coverage changes and claim assistance.
• Maintain relationships with clients and carriers.
• Assist producers and marketing department effectively.
• Support accounting with invoicing and discrepancy resolution.
• Perform additional assigned duties as needed.

Job description

Brown & Brown, Inc. is one of the largest and most respected independent insurance intermediaries in the U.S. We are a publicly traded company, listed on the NYSE as BRO and employees over 8,000 seasoned professionals. Headquartered in Daytona Beach, Florida, we have offices located across the United States and are looking for ambitious professionals to join our team!

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Job Description

Specific Duties:

• Prepare renewal packages for Producers consisting of summary of insurance and/or future applications as required, supplemental applications, insurance coverage review blank checklist, loss runs (if available), loss summaries, WC experience mod and identifies any other informational areas that need to be addressed.
• Issue binders or secure binder from brokers as appropriate, Issues master certificates, change requests and confirmation letters.
• Processes policies and prepare for mailing, paying special attention to coding, issuing/billing company, producer and company commission, type of billing and policy status.
• Update billing screens and applications as needed. In addition, invoice all premium transactions in the agency management system in a timely manner.
• Receives incoming client/carrier calls and addresses needs.
• Promptly respond to and complete insured request for coverage changes, certificates, and claim assistance. Following procedural guidelines for completeness.
• Maintain client and carrier relationships.
• Assist producers and marketing department.
• Assist Accounting with timely invoicing of transactions and resolution of accounting discrepancies.
• Performs other duties as assigned.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Job Location