Customer Service Representative

Bridge Specialty Group • Meridian, ID

5d • Onsite

About The Position

Built 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 Service Representative to join our 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

Benefits

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed