Personal Lines Customer Services Representative

Brown & Brown Insurance • Walnut Creek, CA

131d • $24 - $26

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.

Requirements

• Minimum Education required; 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 (Preferred).
• Experience with Agency Management Software Systems (Preferred).

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.
• Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED