Property Casualty Customer Service Representative

Brown & Brown; Greensboro (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Brown & Brown in Greensboro, NC is seeking a Property Casualty Customer Services Representative to join our growing team. You'll deliver prompt, high-quality service to policyholders in a high-volume insurance center and focus on customer experience to boost retention and cross-sell opportunities.

You will handle inquiries on policies, coverage changes, certificates, billing, renewals, and endorsements, document activities in our agency systems, participate in training, and uphold licensing

Qualifications

• 2+ years of customer service experience in the insurance industry.
• Comprehensive knowledge of personal lines insurance (home, auto, umbrella, etc.).
• Proficient with Microsoft Word, Excel, PowerPoint and Publisher.
• Experience handling renewals, endorsements, mortgage changes and Auto IDs.
• Experience handling payments or billing questions.

Responsibilities

• Receive, process, and respond to customer inquiries about policies, coverage changes, certificates, ID cards, billing, payments, and service-related matters.
• Proactively seek referrals to solicit new business and cross-sell opportunities.
• Provide an exceptional customer experience.
• Document renewal, sales, and operations activities into agency management systems.
• Attend internal and client meetings and follow agency guidelines and procedures.
• Promote teamwork and maintain a positive attitude in the department.

Skills

Customer service

Insurance knowledge

Renewals handling

Cross-selling

Education

Property & Casualty License

Tools

Microsoft Word

Excel

PowerPoint

Publisher

Job description

Brown & Brown is seeking a Property Casualty Customer Services Representative to join our growing team in Greensboro, NC!

The Property Casualty 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