Customer Service Representative

3 weeks ago

Van Alstyne, United States Brown & Brown Insurance Full time

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 has an exciting opportunity available for a Customer Service Representative supporting our TX Personal Lines team The CSR assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in the support of Producer and Agency activities. What You’ll Do Responsible for gathering information and risk management recommendations for the renewal of designated accounts 120 days prior to renewal and for the assembly and delivery of said renewal and/or binders for designated accounts, as needed, within five days of receipt. After reviewing updated client exposure survey information, obtains other renewal information from insured, and completes applications for designated renewal business sixty days before renewal. Receives phone calls and/or office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail, email and/or phone prior to renewal. Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented at least 120 days prior to renewal. Secures and submits required renewal underwriting information. Conducts periodic service calls (minimum of quarterly) for designated accounts. Performs special projects at the request of designated clients after being approved by manager. Binders and/or policy or endorsement requests are to be completed within 24 hours of date quoted to client. Maintain a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors and omission claims. Receives and reviews all terminations and cancellations to determine action to be taken and takes needed actions immediately upon receipt. Handles premium collection through forms, letters, and request cancellation of policies when necessary. Follows up on outstanding claims and provides assistance in their resolutions, as necessary. Solicits expiration dates for policies not written by agency. Expectations are an average of one expiration date per client served. Actively seeks referrals from current client base to solicit new business prospects; Expectation of five referrals per week that will be turned into Marketing Manager. Documents all material conversations with insured and/or carriers regarding exposures and coverage. Perform other functions as assigned by management. What We Offer Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off (PTO) Generous benefits package: health, dental, vision, 401(k), continuing education, mental health resources, etc. Employee Stock Purchase Plan We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants. #J-18808-Ljbffr

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