Personal Lines CSR

Brown Insurance Services Inc.; Florida; On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

PTO after 90 days

Health insurance

Dental/Vision/Aflac

401k match after 12 months

Job summary

Brown Insurance Services Inc. in Florida is seeking a detail-oriented Personal Line CSR to support internal teams and keep policy workflows moving. Responsibilities include handling policy documents, updates in Applied Epic, and routing carrier communications to Account Managers.

The role requires at least 2 years of administrative or insurance support experience, strong MS Office skills, and an active 4-40 / 20-44 / 2-20 license. Competitive base pay and benefits offered.

Qualifications

• At least 2 years in administrative, customer service, or office operations in insurance/healthcare/banking sectors.
• Must have comprehensive reading skills and strong problem-solving abilities.
• Detail-oriented with excellent organizational and time-management skills.
• Proficient with agency management systems and Microsoft Office, especially Applied Epic.

Responsibilities

• Monitor carrier communications and retrieve policy notices.
• Maintain accuracy of the agency management system (Applied Epic).
• Ensure policy status is correct in Applied Epic.
• Attach policy documents and maintain client records.
• Route carrier communications to Account Managers.
• Process mortgagee and proof of insurance requests.
• Verify policy renewals or cancellations in Applied Epic.
• Create follow-up activities for Account Managers.
• Handle insurance-related mail and documentation.
• Support Account Managers to keep policy workflows moving.
• Assist with overflow call transfers as needed.

Skills

Administrative support

Customer service

Detail-oriented

Time management

Education

High school diploma or equivalent

Tools

Applied Epic

Microsoft Office

Job description

Join Brown Insurance Services
Personal Line CSR

Do you take pride in accuracy and follow-through? Do you enjoy checking tasks off a list and completing objectives? If so, this is the role for you.If you are ready to make a meaningful impact and grow in experience in a respected insurance agency,

What You’ll Do:

• Monitor carrier websites and retrieve policy notices
• Help maintain the accuracy and integrity of our agency management system (Applied Epic)
• Ensuring policy status reads correctlyin Applied Epic
• Attach policy documents and maintain accurate client records
• Review and route carrier communications to the appropriate Account Manager
• Process mortgagee change requests and proof of insurance requests
• Verify policies are renewed or cancelledin Applied Epic
• Create follow-up activities for the Account Managers
• Process insurance-related mail and documentation
• Support Account Managers by keeping policy workflows moving
• Provide additional support on overflow call transferringwhen necessary

What this role is NOT:

• A front client-facing position
• A cold-calling position
• A receptionist position
• A commission-based role

This is an operations-focused position that plays a critical role in supporting our internal team.

Requirements:

• High school diploma or equivalent
• Minimum 2 years of administrative, customer service, office operations, insurance, banking, healthcare administration, mortgage, title, legal support, or other detail-oriented office experience
• Comprehensive reading skills
• Strong problem-solving skills
• Detail-oriented with exceptional organizational and time-management abilities
• Proficient computer skills, including experience with agency management systems and Microsoft Office Suite, Applied Epic
• Ability to multitask and manage multiple priorities
• Active 4-40, 20-44, 2-20 License
• Prior experience (preferred)

Benefits:

• Base $40K
• PTO included (after 90 days)
• Health Insurance – Employer pays majority for the primary insured(after 90 days)
• Dental/Vision/Aflac Available – Employee cost(after 90 days)
• 401k after 12 months of employment- Employer up to 4% match
  Brown Insurance Services is celebrating over 50 years as a family-owned agency in FL. We are a full-service independent agency representing top insurance carriers. These strategies allow us to operate in the client’s best interests, rather than being confined to limited options through a big-box agency. Check out our website to see more about the agency, and feel free to read our agency reviews from our amazing community of clients. Brown Insurance Services