Property Casualty Customer Service Representative

Brown & Brown; Greensboro (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Support

Job summary

Brown & Brown in Greensboro, NC seeks a Property Casualty Customer Service Representative to join our growing team. You will support customers with policy questions, changes, certificates, billing, and renewals, delivering a high-quality experience.

Required: 2+ years in insurance customer service and a Property & Casualty license in good standing. You will work in a fast-paced center, document interactions, and seek cross-sell opportunities while upholding agency guidelines.

Qualifications

• 2+ years of customer service experience in the insurance industry
• Comprehensive knowledge of commercial property, general liability, auto liability, workers compensation and umbrella liability coverages
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher
• Experience handling commercial account renewals, service needs, and customer escalations
• Experience handling policy endorsement requests, certificates of insurance and Auto IDs
• Experience handling payments or billing questions

Responsibilities

• 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.

Skills

Customer service

Insurance knowledge

Policy endorsements

Billing questions

Microsoft Office

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Publisher

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 Property Casualty Customer Service Representative to join our growing team in Greensboro, NC.

The purpose of the customer success representative (CSR) is to 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.

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 commercial property, general liability, auto liability, workers compensation and umbrella liability coverages
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
• Experience handling commercial account renewals, service needs, and customer escalations
• Experience handling policy endorsement requests, certificates of insurance and Auto IDs
• Experience handling payments or billing questions

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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”.