Customer Service Representative (CSR)

001 Brown & Brown, Inc; Atlanta (GA); On-site; USD 40,000 - 52,000; Full time

Job summary

Bridge Specialty Group in Atlanta, GA is seeking a Customer Service Representative to support the clerical and administrative process of the Broker’s book of business for renewals and new business.

The role emphasizes developing knowledge of Commercial Lines procedures, assisting with client requests, and ensuring accuracy of policies and carrier quotations. A state license within 90 days is required or pursued, with preferred prior insurance experience.

Qualifications

• High School Diploma or equivalent required.
• Active state insurance license within 90 days of employment preferred.
• One (1) or more years of successful insurance experience preferred.

Responsibilities

• Develop a full working knowledge of Commercial Lines procedures.
• Handle client requests for information, endorsements, cancellations, and other services as required.
• Assist in analyzing insurance exposures and account summaries.
• Review policies, endorsements, audits, dividends, and quotations prepared by our carriers for accuracy and completeness.
• Prepare binders, certificates, automobile identification cards, invoices, and similar items.
• Assist in resolving unbilled items, account differences and commission differences when necessary.
• Keep Commercial Lines Service Manager informed of any serviced problems.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures as established in the Commercial Lines Procedure Manual.

Skills

Customer service

Insurance knowledge

Communication

Education

High School Diploma or equivalent

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. Bridge Specialty Group is seeking a Customer Service Representative to join our growing team in Atlanta, GA! The Customer Service Representative will support the clerical and administrative process of the Broker’s book of business for both renewals and new business.

How You Will Contribute:

• Develop a full working knowledge of Commercial Lines procedures.
• Handle client request for information, endorsements cancellations, and other services as required.
• Assist in analyzing insurance exposures and account summaries.
• Review policies, endorsements, audits, dividends, and quotations prepared by our carriers for accuracy and completeness.
• Preparation of binders, certificates, automobile identification cards, invoices, and similar items.
• Assist in resolving unbilled items, account differences and commission differences when necessary.
• Keep Commercial Lines Service Manager informed of any serviced problems.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures as established in the Commercial Lines Procedure Manual.

Licenses and Certifications:

• An active state insurance license (within 90 days).

Skills & Experience to Be Successful:

• High School Diploma or equivalent.
• One (1) or more years of successful insurance experience. (preferred)

About Us:

Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines. With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book. Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.

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.

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”. At Bridge Specialty Group, our unwavering commitment to unity, diversity, and individual growth sets the stage for a workplace like no other. We believe in the power of One Team, where collaboration fuels unlimited possibilities. As One Team, we are anchored in the ‘Power of Be’, a core set of behaviors, skills, and characteristics we value most. It is part of our cultural DNA, influencing how we get stuff done every day and how we accomplish our goals, creating a link between what we do and how we do it. We are more than a global insurance wholesaler; we are a collective force of over 2,000+ teammates across 50+ locations throughout the United States and Europe. With 25+ specialized brands and access to 200+ carriers, we seamlessly connect the diverse needs of our retail partners in property, casualty, environmental, professional, workers' compensation, and personal lines. Together, we build trust, exceeding expectations. Our $5 billion+ premium book is a testament to our collaborative partnerships. Here, your uniqueness is celebrated, you are rewarded for your contributions, and we invest in your professional growth, offering tools, resources, and mentorship to support your career goals.