Customer Service Representative

001 Brown & Brown, Inc; Meridian (ID); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

Life Insurance

Disability Insurance

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Job summary

Brown & Brown, located in Meridian, ID, is seeking a Commercial Lines CSR to deliver exceptional client service for policy servicing and renewal activities. The role serves as a contact for clients, carriers, and internal teams, handling policy changes, renewals, certificates, and billing questions.

The CSR will manage day-to-day service requests, maintain client records, and support mid-term changes while ensuring compliance with procedures and carrier requirements.

Qualifications

• 1+ years of commercial lines account management.
• Strong customer service mindset and communication skills.
• High attention to detail and ability to multitask in a fast-paced environment.
• Strong organizational and time management skills.
• Proficiency with Microsoft Office and agency management systems.
• Experience in commercial insurance markets and carrier relationships.
• Experience supporting marketing, renewals, or new business placement.

Responsibilities

• Support client inquiries with timely, professional service.
• Manage inbound and outbound service requests by phone.
• Handle policy changes, renewals, certificates, ID cards, and related tasks.
• Assist with billing questions, payments, and premium collection.
• Prepare, review, and process insurance documents.
• Maintain accurate client records in agency systems and track open items.
• Ensure compliance with internal procedures and carrier requirements.
• Verify invoicing and assist with premium finance items.
• Support mid-term policy changes and renewal strategy.

Skills

Customer service

Communication

Attention to detail

Multitasking

Organizational skills

Time management

Microsoft Office

Agency management systems

Tech-savvy

Education

College degree preferred

Tools

Microsoft Office

Agency management system

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Customer Service Representative to join our growing team in Meridian, ID!

The Commercial Lines Client Service Representative (CSR) delivers exceptional client service while managing and supporting clients and teammates. This role serves as a point of contact for clients, carriers, and internal teams — handling policy servicing and supporting new business and renewal activities.

How You Will Contribute

• Support client inquiries, providing timely, professional, and high-quality service
• Manage inbound and outbound phone call service requests
• Manage day-to-day service requests including policy changes, policy renewals, certificates, ID cards, and assigned tasks
• Support clients with billing questions, payment processing, and premium collection
• Prepare, review, and process insurance documents
• Maintain accurate client records in agency management systems, including updates, file documentation, and tracking open items
• Ensure compliance with internal procedures and carrier requirements
• Verify invoicing accuracy and assist with premium finance agreements and accounting-related items
• Manage mid‑term policy changes and assist with renewal strategy and stewardship reviews
• Identify opportunities for additional coverage to mitigate uninsured or underinsured exposures

Licenses & Certifications

• Active Property & Casualty (P&C) license

Skills & Experience to be Successful

• 1+ years of commercial lines account management
• Strong customer service mindset with excellent communication skills
• High attention to detail and ability to multitask in a fast-paced environment
• Strong organizational and time management skills
• Proficiency with Microsoft Office and agency management systems
• Ability to service within modern tech-centric agency management systems
• Preferred Equivalent work experience or equivalent college degree
• Experience in commercial insurance markets and carrier relationships
• Experience supporting marketing, renewals, or new business placement

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.