Personal Lines Customer Services Representative

About the role

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

Responsibilities

• Receives phone calls requesting quotes, changes to existing coverage and/or new policies, and answers questions.
• Completes changes/requests within 24 hours of receipt.
• Determines acceptability and placement of coverage, completes applications or endorsements, and collects premiums if applicable.
• Ensures binders, policy, or endorsement requests are completed within 24 hours of the date quoted to the 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 requests cancellation of policies when necessary.
• Maintains a concern for timeliness and completeness when interacting with clients, agency, and carrier personnel to minimize potential errors and omissions or 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.

Requirements

• High school diploma or equivalent required; Bachelor’s degree preferred.
• P&C licensed preferred; or able to obtain within 90 days.
• 6 months of P&C insurance experience.

Skills

• 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.

Benefits

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 all benefits are reflective of every role. 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.