Customer Service Associate – Personal Insurance Lines

Brown & Brown of Georgia

Alpharetta, GA

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown Insurance of Georgia’s Alpharetta office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Personal Lines Customer Service Associate. This individual is responsible for maintaining a book of business by means of servicing and cross selling personal lines accounts.

Essential Duties and Responsibilities:

  • Build, expand, and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client’s needs – including risk identification and resolution of underwriting or policy issues.
  • Process daily mail, faxes, and e-mails, for assigned accounts.
  • Answer and process all telephone requests for assigned accounts.
  • Enter all required data into AMS 360 and ImageRight to maintain current file data on all assigned accounts.
  • Gather required information for quoting a new account/new line of business.
  • Complete a personal risk management evaluation for client.
  • Underwrite, quote, and propose new business to client.
  • Issue policies in adherence of company underwriting guidelines and Brown & Brown policies.
  • Review new applications, renewal requests, and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
  • Maintain expiration records.
  • Renewal marketing, including quoting, of assigned personal lines risks.
  • Prepare and process binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations as defined in the company procedures’ manual.
  • Maintain suspense or follow-up system for correspondence and all transactions.
  • Prepare agency billed billings and/or invoices on a timely basis.
  • Advice accounting of the appropriate posting of moneys received on assigned accounts.
  • Assist in the collection of premiums as defined in the procedures manual.
  • Develop and maintain working relationship with the various company underwriters.
  • Maintain up to date knowledge of the various carriers’ rating plans and programs.
  • Maintain knowledge of the carrier’s coverages.
  • Maintain favorable relationships with clients, producers, and employees.
  • Develop and maintain strong technical knowledge of personal lines coverages and trends.
  • Meet with clients as needed.
  • Perform clerical functions
  • Perform any other duties as may be assigned

Required Skills

  • Georgia Property & Casualty License
  • 2 years’ + of personal lines insurance customer service experience
  • Knowledge of risks and coverage in all areas of personal lines
  • Proficient and Effective with Microsoft Office (Excel, Word, Outlook)
  • Familiar with AMS360 and ImageRight highly preferred
  • Independent, self-starter with an acute attention to detail
  • Professional appearance and customer service driven attitude
  • Ability to work under stressful conditions with frequent interruptions
  • Accuracy and speed are strong requirements
  • Organized and reliable
  • Prioritize and plan work activities
  • Capable of handling difficult customers
  • Must be able to work in a fast paced environment with minimum supervision
  • High School Diploma Required ; AA or Bachelor’s Degree a Plus!



Salary Range



To APPLY for this position, scroll to the top of this posting and click on APPLY HERE. If you have any technical difficulties please email [email protected] #ZRCM

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.