Personal Lines Customer Services Representative

001 Brown & Brown, Inc; Greensboro (NC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

401k; Employee Savings Plan

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown is seeking a Personal Lines Customer Services Representative in Greensboro, NC to provide prompt, high-quality service in a high-volume insurance center. The role focuses on customer experience, retention, and opportunities to cross-sell while handling policy questions and changes.

Responsibilities include renewals, billing inquiries, and documenting activity in agency systems. The position requires 2+ years of insurance customer service and a P&C license in good standing, with a

Qualifications

• 2+ years of customer service experience in the insurance industry.
• Comprehensive knowledge of personal lines insurance to include home, auto, umbrella, watercraft, and related products.
• Proficient knowledge of Microsoft Windows environment and MS Office applications (Word, Excel, PowerPoint, Publisher).
• Experience handling renewals, endorsements, mortgage changes and Auto IDs; handling payments or billing questions.

Responsibilities

• Receive, process, and respond to customer inquiries regarding policy questions, coverage changes, new policies, certificates of insurance, auto IDs, billing, payments, or service matters.
• Proactively seek referrals from customers to solicit new business and cross-sell opportunities.
• Provide an exceptional customer experience.
• Document renewal, sales, and insurance operations compliance in agency management systems.
• Attend internal and client meetings as needed.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork, a positive attitude, and support within the department.
• Participate in training to stay current on industry information, licensing and product developments.

Skills

Customer service

Insurance knowledge

Personal lines

MS Office

Renewals & endorsements

Billing inquiries

Cross-selling

Tools

Microsoft Windows

Agency management systems

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 Services 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.

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 world’s 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.