Personal Line Customer Service Representative

Brown & Brown; Greensboro (NC); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Tuition Reimbursement

Paid Time Off

Discounts & Perks

Job summary

Brown & Brown in Greensboro, NC is seeking a Personal Lines Customer Service Representative to deliver prompt, high-quality service to policyholders.

You will handle policy changes, renewals, billing questions, and cross-sell opportunities while maintaining compliance and a customer-first mindset.

Qualifications

• 2+ years of customer service experience in the insurance industry.
• Comprehensive knowledge of personal lines (home, auto, umbrella, etc.).
• Proficient use of Microsoft Word, Excel, PowerPoint and Publisher.
• Experience handling renewals, endorsements, and billing inquiries.
• Ability to respond to inquiries and refer clients for cross-sell opportunities.

Responsibilities

• Receive, process, and respond to customer inquiries on policy questions and service matters.
• Manage policy changes, renewals, certificates, and billing inquiries.
• Solicit cross-sell opportunities and referrals from current customers.
• Document actions in agency management systems and maintain compliance.
• Attend meetings and follow agency guidelines to promote teamwork and service excellence.

Skills

Insurance CS

Personal Lines

MS Office

Policy Renewals

Billing & Payments

Education

Property & Casualty Producer Insurance License

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 Personal Lines Customer Service Representative to join our growing team in Greensboro, NC.

The Personal Lines Customer Services Representative will provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities.

How You Will Contribute

• Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.
• Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.
• Provide an exceptional customer experience.
• Document renewal, sales, and insurance operations compliance documents into the agency management systems.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Licenses And Certifications

• Property & Casualty Producer Insurance License in good standing

Skills & Experience To Be Successful

• 2+ years of customer service experience in the insurance industry
• Comprehensive knowledge of personal lines insurance to include home, auto, umbrella, watercraft, collections, etc.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher
• Experience handling personal account renewals, service needs, and customer escalations
• Experience handling policy endorsement requests, mortgage changes and Auto IDs
• Experience handling payments or billing questions

Teammate Benefits & Total Well-Being

• 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.