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Customer Sales
3 hours ago
Customer Sales & Service Representative page is loaded## Customer Sales & Service Representativeremote type: Hybrid Workinglocations: Waterloo, ONtime type: Full timeposted on: Posted Todayjob requisition id: R25\_0000002427Built 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 **Customer Sales & Service Representative** to join our growing team in **Waterloo, Ontario Canada**The Customer Sales and Service Representative manage the daily servicing of an assigned book of business by handling quoting, policy processing, coverage analysis, renewals, claims support, and client communication to ensure accurate and timely delivery of insurance solutions. Provide proactive risk management and consultative guidance to clients, while fostering strong relationships with clients, carriers, and internal teams to support retention and business growth.**How You Will Contribute:*** Responsible for the day-to-day account management of an assigned book of business, including but not limited to quoting and binding new business, processing policies/endorsements, issuance of certificates of insurance, claims reporting and follow up as needed, MVR, Auto plus and Hits reporting, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions in a timely manner.* Provide proper risk management on client’s profile based on their need and ensure proper insurance coverage and limits are offered.* Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.* Identify gaps in coverage and consult leadership or client advisor of options to advise the client.* Assist in the renewal process for all assigned and prospective clients including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders if applicable.* Assist in the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements.* Assist in growing the assigned book of business through account rounding and referrals.* Support marketing and sales teams as needed.* Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.* 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:*** RIBO Licensed**Skills & Experience to Be Successful:*** 2+ years’ experience in the insurance industry, or a related field.* Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel. Able to create, edit, and merge letters, spreadsheets, labels, etc.* Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes etc.) #LI-HO1**Pay Range**$53,000 - $60,000 Annual*Actual salary will be determined based on qualifications, experience, and work location. Package may include base pay, commissions, and/or bonuses.**Artificial Intelligence (AI) is not used to screen, evaluate or make decisions about applicants for this position. Applications are viewed by members of our team to provide a thoughtful and human-centered hiring process.**This job posting serves as confirmation of an active and available position within our company.***The Power to Be Yourself**Brown & Brown is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values, we steadfast in providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. Brown & Brown will provide accommodation for applicants in all aspects of the hiring process, up to the point of undue hardship. If you have an accommodation need, please contact us as soon as possible to make appropriate arrangements.Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.
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