Customer Service Representative

Brown & Brown Insurance•Meridian, ID

2d•Onsite

About The Position

Brown & Brown is seeking a Customer Service Representative to join their growing team in Meridian, ID. The Commercial Lines Client Service Representative (CSR) delivers exceptional client service while managing and supporting clients and teammates. This role serves as a point of contact for clients, carriers, and internal teams — handling policy servicing and supporting new business and renewal activities.

Requirements

Active Property & Casualty (P&C) license
1+ years of commercial lines account management
Strong customer service mindset with excellent communication skills
High attention to detail and ability to multitask in a fast-paced environment
Strong organizational and time management skills
Proficiency with Microsoft Office and agency management systems
Ability to service within modern tech-centric agency management systems

Nice To Haves

Equivalent work experience or equivalent college degree
Experience in commercial insurance markets and carrier relationships
Experience supporting marketing, renewals, or new business placement

Responsibilities

Support client inquiries, providing timely, professional, and high-quality service
Manage inbound and outbound phone call service requests
Manage day-to-day service requests including policy changes, policy renewals, certificates, ID cards, and assigned tasks
Support clients with billing questions, payment processing, and premium collection
Prepare, review, and process insurance documents
Maintain accurate client records in agency management systems, including updates, file documentation, and tracking open items
Ensure compliance with internal procedures and carrier requirements
Verify invoicing accuracy and assist with premium finance agreements and accounting-related items
Manage mid-term policy changes and assist with renewal strategy and stewardship reviews
Identify opportunities for additional coverage to mitigate uninsured or underinsured exposures