Customer Service Representative

Brown & Brown, Inc.; Meridian (ID); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Paid time off

Job summary

Brown & Brown, Inc. in Meridian, ID is seeking a Commercial Lines Client Service Representative to deliver exceptional client service while managing and supporting clients and teammates, handling policy servicing, and supporting new business and renewal activities.

You will respond to inquiries, manage calls, process policy changes and billing questions, maintain client records in agency management systems, and ensure compliance with carrier requirements.

Qualifications

• 1+ years of commercial lines account management experience.
• Strong customer service mindset and excellent communication.
• 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.

Responsibilities

• Provide timely, professional client service and support.
• Handle inbound and outbound calls and service requests.
• Process policy changes, renewals, certificates, ID cards, and billing questions.
• Prepare, review, and process insurance documents.
• Maintain accurate client records in agency management systems.
• Ensure compliance with internal procedures and carrier requirements.
• Verify invoicing accuracy and assist with premium finance items.
• Support mid-term policy changes and renewal strategy.

Skills

Customer service mindset

Communication skills

Attention to detail

Multitasking

Organizational skills

Microsoft Office

Agency management systems

Commercial insurance knowledge

Education

Equivalent work experience or college degree

Tools

Microsoft Office

Agency management systems

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.