Customer Service Representative - Business Insurance Services

Brown & Brown Insurance; United States; Remote; USD 57,308,000 - 68,770,000; Full time

Benefits offered by this job

Health Benefits

401k plan

Tuition Reimbursement

Mental Health & Wellness programs

Paid Time Off

Job summary

Brown & Brown Insurance is seeking a Customer Service Representative for Business Insurance Services to promote and renew assigned Pearl Insurance coverages with existing clients via phone, email, mail, and fax. You will handle inquiries about current and upcoming renewals.

You will collaborate with underwriters, complete applications, present quotes, close sales when possible, and maintain strong client relationships through the first year of coverage and beyond.

Qualifications

• Bachelor’s degree in business management, marketing, or a related field.
• Sales or customer service experience, preferably within the insurance industry.
• Property and Casualty license or ability to obtain.

Responsibilities

• Promote and renew assigned Pearl Insurance coverages to existing clients via phone, email, mail, and fax; sell ancillary products.
• Facilitate underwriting process with client and underwriter; send applications; finalize forms; prepare submissions; follow up as needed.
• Present quotes, close sales when possible, and seek market intelligence if renewal cannot be closed.
• Document sales activities in the CRM system.
• Build and maintain client relationships through the first year of coverage and beyond.
• Serve as a backup to other Client Relations Account Representatives when unavailable.

Skills

Interpersonal skills

CRM experience

Sales experience

Education

Bachelor’s degree in business management/marketing/related field

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.