Personal Lines Customer Services Representative
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. Bridge Specialty Group is seeking a Personal Lines Customer Services Representative to join our growing team in Walnut Creek, CA! J.E. Brown, a subsidiary of Brown & Brown Insurance, is a managing general agency for retail insurance agents placing property and casualty insurance for businesses and individuals. This role will serve as a customer service representative, whose primary responsibilities are to assist incoming callers and respond to chats. How You Will Contribute: Handle a high volume of incoming phone calls and chat inquiries while maintaining excellent customer service. Assist customers in servicing accounts; respond to inquiries in a timely and professional manner. Navigate a variety of online carrier platforms; assist and train customers in same. Learn a wide variety of insurance programs; ability to find relevant information to answer customer inquiries accurately and quickly Run wildfire and brush mapping reports. Process non coverage related policy endorsements. Distribute general email inquiries to appropriate staff members. Direct phone inquiries to appropriate staff members as needed. Pursue a program of personal and professional development.
Requirements
- Minimum Education ; HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience
- Proficient with MS Office
- Exceptional telephone demeanor
Nice To Haves
- Working knowledge of carrier websites
- Experience with Agency Management Software Systems
Responsibilities
- Handle a high volume of incoming phone calls and chat inquiries while maintaining excellent customer service.
- Assist customers in servicing accounts; respond to inquiries in a timely and professional manner.
- Navigate a variety of online carrier platforms; assist and train customers in same.
- Learn a wide variety of insurance programs; ability to find relevant information to answer customer inquiries accurately and quickly
- Run wildfire and brush mapping reports.
- Process non coverage related policy endorsements.
- Distribute general email inquiries to appropriate staff members.
- Direct phone inquiries to appropriate staff members as needed.
- Pursue a program of personal and professional development.
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
