Personal Lines Customer Service Representative

Brown & Brown, Inc.; Meridian (ID); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health Benefits

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

ESPP

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Partner Discounts

Job summary

Brown & Brown, Inc. in Meridian, ID, is seeking a Personal Lines Customer Service Representative to join our growing team. You will respond to client requests, assist with new/enhanced accounts and retention, and provide high-quality service in a fast-paced call center.

The role requires attention to detail, prompt action within 24 hours, and a commitment to customer satisfaction. P&C licensing preferred or obtainable within 90 days, with a WH focus on teamwork and integrity.

Qualifications

• Knowledge of Microsoft Office 365 (Outlook, Excel, OneNote, etc.).
• Strong oral and written communication skills.
• Exceptional customer service and interpersonal skills.
• Demonstrated critical thinking and problem-solving skills.

Responsibilities

• Responds to client requests and questions in a high-volume call center.
• Assists in the production of new/enhanced accounts and retention of existing accounts.
• Receives phone calls requesting quotes, changes to existing coverage and/or new policies and asks questions.
• Completes changes/requests within 24 hours of receipt.
• Determines acceptability and placement of coverage, completes applications or endorsements and collects premiums if applicable.
• Binder and policy or endorsement requests are to be completed within 24 hours of date quoted to client.
• Responds to client requests for certificates of insurance or auto ID cards.
• Receives and reviews all terminations and cancellations to determine action to be taken.
• Handles premium collection through forms, letters and request cancellation of policies when necessary.
• Maintain a concern for timeliness and completeness when interacting with clients, agency and carrier personnel to minimize potential errors and omissions of claims.
• Actively seeks referrals from current clients to solicit new business prospects.
• Performs a broad variety of administrative duties and staff support services for an assigned group or leader.
• Processes a variety of confidential information and documents securely.
• Provides training and support to new members of the team.

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 Meridian, ID!

Responsible for responding to client requests and questions in a high-volume call center. Provides prompt, efficient, high-quality service. Assists in the production of new/enhanced accounts and retention of existing accounts.

How You Will Contribute

• Receives phone calls requesting quotes, changes to existing coverage and/or new policies and asking questions.
• Completes changes/requests within 24 hours of receipt.
• Determines acceptability and placement of coverage, completes applications or endorsements and collects premiums if applicable.
• Binders and/or policy or endorsement requests are to be completed within 24 hours of date quoted to client.
• Responds to client requests for certificates of insurance or auto ID cards.
• Receives and reviews all terminations and cancellations to determine action to be taken and takes necessary action upon receipt.
• Handles premium collection through forms, letters and request cancellation of policies when necessary.
• Maintain a concern for timeliness and completeness when interacting with clients, agency and carrier personnel to minimize potential errors and omissions of claims.
• Actively seeks referrals from current clients to solicit new business prospects.
• Performs a broad variety of administrative duties and staff support services for an assigned group or leader.
• Processes a variety of confidential information and documents securely.
• Provides training and support to new members of the team.

Licenses & Certifications

P&C licensed preferred; or able to obtain within 90 days.

Skills & Experience to be Successful

• High school diploma or equivalent required; Bachelors degree preferred.
• Knowledge of Microsoft Office 365 (Outlook, Excel, OneNote, etc.).
• Strong oral and written communication skills.
• Exceptional customer service and interpersonal skills.
• Demonstrated critical thinking and problem-solving skills.
• 6 months P&C insurance experience.

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.

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. We think of ourselves as a team, so we have teammates not employees. We strive to attract people who are competitive, driven, and disciplined.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the worlds largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers. Everything we do is about the greater WE - never me. While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.