Insurance Customer Care & Retention Specialist

Brown & Brown, Inc.; Northern (KY); Hybrid; USD 20,000 - 28,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx

Dental, Vision, Life Insurance

401k

Tuition Reimbursement

Mental Health & Wellness

Paid Time Off

Holiday Discounts

Job summary

Brown & Brown, Inc. seeks a Customer Care Specialist to join a growing team. You will handle outbound calling tasks, processing reminders and lapse letters, and reviewing retention data to improve customer outcomes.

The role emphasizes compliance with insurance practices and timely communications. Candidates typically have a high school diploma, 2+ years in customer service or sales, and PC software proficiency. Willingness to obtain an Illinois license within 90 days is required.

Qualifications

• Minimum education: high school diploma or GED.
• 2+ years in customer service and/or sales, preferably insurance.
• Proficient PC skills and ability to learn new software.

Responsibilities

• Mail reminder and lapse letters from the system.
• Meet at least 50 outbound calls per day.
• Review retention reports daily to track numbers and focus areas.
• Handle tasks for assigned unpaid accounts.
• Assist on payment line to ensure timely calls from members.
• Address credit card expiring tasks and EFT failures.
• Acquire and maintain knowledge of Affinity life and health plans offered.
• Self-motivated to meet goals and keep bills and premiums on the books.

Skills

High school diploma or GED

2+ years customer service

PC skills

Insurance license readiness (Illinois)

Education

High school diploma or GED

Job description

Brown & Brown, Inc. seeks a Customer Care Specialist to join a growing team. You will handle outbound calling tasks, processing reminders and lapse letters, and reviewing retention data to improve customer outcomes.

The role emphasizes compliance with insurance practices and timely communications. Candidates typically have a high school diploma, 2+ years in customer service or sales, and PC software proficiency. Willingness to obtain an Illinois license within 90 days is required.