Personal Line Customer Service Representative

Bridge Specialty Group•Greensboro, NC

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 s eeking a Personal Lines Customer Service Representative to join our growing team in Greensboro, NC . T he P ersonal Lines Customer Services Representative will provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities. How You Will Contribute : Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters. Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities. Provide an exceptional customer experience. Document renewal, sales, and insurance operations compliance documents into the agency management systems . Attending internal and client meetings, as needed. Follow agency guidelines, policies, and procedures. Promote teamwork, support, knowledge sharing and a positive attitude in the department and office. Promote a commitment to achieve or exceed internal and external performance standards. Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education for valid licensing.

Requirements

Property & Casualty Producer Insurance License in good standing
2+ years of customer service experience in the insurance industry
Comprehensive knowledge of personal lines insurance to include home, auto, umbrella, watercraft, collections, etc.
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
Experience handling personal account renewals, service needs, and customer escalations
Experience handling policy endorsement requests, mortgage changes and Auto IDs
Experience handling payments or billing questions

Responsibilities

Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.
Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.
Provide an exceptional customer experience.
Document renewal, sales, and insurance operations compliance documents into the agency management systems .
Attending internal and client meetings, as needed.
Follow agency guidelines, policies, and procedures.
Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
Promote a commitment to achieve or exceed internal and external performance standards.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education for valid licensing.