Personal Lines Customer Services Representative

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 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”.