Customer Service Representative - Business Insurance Services

Brown & Brown, Inc.; Northern (KY); Hybrid; USD 57,308,000 - 68,770,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health & wellness

Paid time off

Job summary

Brown & Brown, Inc. is seeking a Customer Service Representative for Business Insurance Services to promote and renew Pearl Insurance coverage for existing clients by phone and email.

You will coordinate with clients and underwriters, present quotes, and close renewals while maintaining CRM records. Requirements include a bachelor’s degree in business-related field, insurance experience or willingness to obtain a Property & Casualty license, and strong interpersonal skills for cross-level

Qualifications

• Bachelor’s degree in business management, marketing, or a related field.
• Previous sales and/or customer service experience, preferably within the insurance industry; or equivalent combination of education and experience.
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
• Property and Casualty insurance license required (or the ability to obtain).

Responsibilities

• Promote and renew assigned Pearl Insurance coverage to existing clients via phone, email, mail, and fax.
• Facilitate application and underwriting with clients and internal underwriter; gather required information.
• Present quotes or estimates, close sales, and seek market intelligence if needed.
• Document sales activities in the CRM system.
• Build and maintain client relationships after first year of coverage.
• Serve as back-up to other Client Relations Account Representatives when unavailable.

Skills

Customer service

Sales

Interpersonal skills

Communication

Education

Bachelor’s degree in business management, marketing, or a related field

Tools

CRM 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.

The Customer Service Representative for Business Insurance Services is responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax. Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals.

How You Will Contribute:

• Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients; sell ancillary product(s) to clients.
• Facilitate the application and underwriting process with the client and the internal underwriter that includes – sending application to client; finalizing application and any applicable forms and prepare information for submission, following up with the client when additional information is needed to complete the underwriting process.
• Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the renewal.
• Document sales activities in the Customer Relationship Management (CRM) system.
• Build and maintain customer relationships following their first year of coverage by responding to various questions, needs, and requests.
• Serve as a back up to other Client Relations Account Representatives when they are not available.

Successful Candidates Will Have:

• Bachelor’s degree in business management, marketing, or a related field.
• Previous sales and/or customer service experience, preferably within the insurance industry; or equivalent combination of education and experience.
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
• Property and Casualty insurance license required (or the ability to obtain).

Pay Range

$20.00 - $24.00 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.