Commercial Lines Customer Service Associate
6 days ago
Job Summary:
We are seeking a highly skilled Commercial Lines Customer Service Associate to join our team at Brown & Brown Insurance. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, assessing risk, and advising on coverage for their business operations.
Key Responsibilities:
- Present and meet with clients regularly to assess risk and advise on coverage for their business operations.
- Generate new business and retain existing business as a client relationship manager.
- Coordinate Renewal Strategy Meetings with clients and service teams, including agenda preparation, meeting minutes, and action items/timelines.
- Prepare and update the Limits Chart after each renewal and amendment.
- Issue Side Analyses to clients as the renewal or new business offer, providing comprehensive coverage offerings and uninsured exposures.
- Facilitate the entire renewal process 90-60 days in advance and manage the process with Client Advisor (CA) and Technical Service Associate (TSA).
- Follow all procedures for new business as outlined within the Commercial Marketer role.
- Ensure all correspondence is attached and documented in the Business Management System (BMS).
- Collaborate with the TSA on Payment Terms and Premium Financing, with collection responsibilities falling under the CA's ownership.
- For automatic policy renewals, service can be fully managed by the assigned CSA/TSA.
- Service a dedicated book of business.
- Hold Bi-Monthly New/Renewal Meetings with CA's and inform them of any unusual activity on accounts.
- Process renewal and new business applications.
- Handle incoming mail, routine calls, and accounting requests.
- Answer client questions regarding coverage and limits.
- Receive, coordinate, and process client/company requests and producer requests for assistance.
- Coordinate and process claims with the Claims Manager.
- Create and maintain insurance schedules.
- Set up masters, receive certificate requests, review, and issue certificates.
- Process and obtain signed finance agreements.
- Update Acord applications and order MVRs.
- Follow up with Producers to ensure completion of the Insurance Coverage Review Checklist.
- Quote all lines of coverage under the direction of the Marketing Department.
- Process middle market endorsements.
- Respond to returned Renewal Questionnaires.
Requirements:
- 2+ years of insurance experience in Commercial Lines.
- RIBO license required.
- Experience with large accounts and international business is preferred.
- High School Diploma or equivalent.
- Proficient with MS Office Suite, especially Outlook and Excel.
- Positive attitude and commitment to working in a team environment.
- Exceptional customer service and interpersonal skills.
- Ability to use EPIC – BMS system. Training is provided.
What We Offer:
- Excellent growth and advancement opportunities.
- Competitive pay based on experience.
- Discretionary Time Off (DTO).
- Generous benefits package health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan.
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