Personal Lines Customer Service Representative

About the role

Brown & Brown is seeking a Personal Lines Customer Service Representative to join our growing team in Meridian, ID. You will respond to client requests and questions in a high-volume call center, providing prompt, efficient, high-quality service while assisting in the production of new and enhanced accounts and the retention of existing accounts.

Responsibilities

• Receive phone calls requesting quotes, changes to existing coverage, new policies, or general questions, and complete changes/requests within 24 hours of receipt.
• Determine acceptability and placement of coverage, complete applications or endorsements, and collect premiums if applicable.
• Complete binders, policy, or endorsement requests within 24 hours of the date quoted to the client.
• Respond to client requests for certificates of insurance or auto ID cards.
• Review all terminations and cancellations to determine necessary actions and act upon receipt.
• Handle premium collection through forms, letters, and request policy cancellations when necessary.
• Maintain timeliness and completeness in interactions with clients, agency, and carrier personnel to minimize potential errors and omissions or claims.
• Actively seek referrals from current clients to solicit new business prospects.
• Perform a variety of administrative duties and staff support services for an assigned group or leader.
• Process confidential information and documents securely.
• Provide training and support to new team members.

Requirements

• High school diploma or equivalent required; Bachelor’s 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 of P&C insurance experience.

Licenses & Certifications

• P&C license preferred; ability to obtain within 90 days required.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: Employee Stock Purchase Plan (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 all benefits are available immediately; enrollment waiting periods or eligibility criteria may apply. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.