Personal Lines Customer Service Representative

Brown & Brown Insurance•Minnetonka, MN

2d•$26 - $33•Hybrid

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 Personal Lines Licensed Customer Service Representative to join our growing team in Minnesota! The Canopy Group was named MIIAB 2018 Agency of the year. Our successful candidate is a team player with insurance customer service experience, superior communication skills, and thrives in a fast-paced work environment. The Insurance Customer Service Representative will assist our clients with service inquiries, and cross-sell additional lines of personal insurance to existing clients. The position requires superior phone and interpersonal communication skills, exceptional listening, and prior success in servicing clients on personal lines of insurance.

Requirements

Property and Casualty Insurance license
HS Degree or equivalent
Advanced knowledge of Microsoft Office software and Web-based Technology
Excellent spelling and grammar; outstanding verbal and written communication skills
Prior insurance office experience

Responsibilities

Receive inbound calls to assist insureds with inquiries while making changes to policies as needed, documenting in our agency management system
Place outbound calls to complete research and follow up activity and conduct annual account review
Communicate with current and potential clients, providing information, answering questions and resolving concerns
Processing policy transactions
Identify opportunities to up-sell coverage and seek cross sell opportunities
Prepare insurance proposals through rating new business and expiring policies
Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement
Compile and update client database
Maintain orderly electronic files and information, following agency procedures regarding customer interactions and transactions, documenting details of conversations, as well as actions taken. Setting suspense for those situations where it is needed.
Make sure all new business payments are submitted to the carrier for processing and policies have been issued and successfully downloaded into agency management system