Commercial Lines Account Service Rep
About The Position
Brown & Brown is seeking a Commercial Lines Customer Service Rep to join its team in Rochester, NY. The role assists with client services for new and existing accounts to support agency sales goals and service standards. The representative handles certificates, renewal-related requests, loss runs, exposure summaries, change requests, auto ID cards, endorsements, and basic audits; maintains account documentation and task schedules; and checks carrier-issued policies for accuracy. The role also involves preparing policy binders, maintaining knowledge of carrier underwriting criteria and agency automation, following the Commercial Lines Procedure Manual, keeping Account Managers informed of potential problems, and pursuing personal and professional development.
Requirements
- High school diploma required.
Nice To Haves
- Property & Casualty Agent’s or Broker’s License.
- College degree in a business-related field.
- Two or more years of general agency or company experience.
- Strong technical knowledge of commercial lines insurance coverage.
Responsibilities
- Issue renewal and daily certificates within 24 hours of a request, unless carrier approval is required.
- Order Loss Runs for upcoming renewals at Account Managers’ requests and prepare exposure summaries when requested.
- Issue Change Requests and Auto ID Cards using carrier websites when applicable.
- Bill and process endorsements and basic audits within five days of receipt from the Account Manager.
- Maintain account files and ensure documents are attached in Imageright.
- Review tasks regularly and reschedule or handle items as appropriate.
- Maintain knowledge of carrier underwriting criteria.
- Check carrier-issued policies for accuracy and inform the Account Manager of differences between the final proposal, issued policy, and AMS360 data.
- Prepare policy binders for client delivery or mailing.
- Use agency automation with a high level of knowledge and proficiency.
- Follow procedures in the Commercial Lines Procedure Manual.
- Keep Account Managers informed of real or potential problems.
- Pursue personal and professional development.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Employee stock purchase plan (ESPP)
- 401(k)
- Student loan assistance
- Tuition reimbursement
- Free mental health and enhanced advocacy services
- Paid time off
- Holidays
- Preferred partner discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
