Customer Service Representative (CSR)

Brown & Brown Insurance•Atlanta, GA

1d•Onsite

About The Position

Bridge Specialty Group is seeking a Customer Service Representative to join its team in Atlanta, Georgia. The role supports the clerical and administrative processes for a broker’s Commercial Lines book of business, covering both renewals and new business. The representative handles client service requests, assists with account analysis, reviews carrier documents, prepares insurance-related materials, and helps resolve account and commission discrepancies. The role follows established Commercial Lines procedures and uses agency automation systems.

Requirements

High school diploma or equivalent.
An active state insurance license within 90 days.

Nice To Haves

One or more years of successful insurance experience (preferred).

Responsibilities

Develop a full working knowledge of Commercial Lines procedures.
Handle client requests for information, endorsements, cancellations, and other services as required.
Assist in analyzing insurance exposures and account summaries.
Review policies, endorsements, audits, dividends, and quotations prepared by carriers for accuracy and completeness.
Prepare binders, certificates, automobile identification cards, invoices, and similar items.
Assist in resolving unbilled items, account differences, and commission differences when necessary.
Keep the Commercial Lines Service Manager informed of service problems.
Use agency automation with a high level of knowledge and proficiency.
Follow procedures established in the Commercial Lines Procedure Manual.