Customer Service Representative – Private Client Insurance

Brown & Brown Insurance, Inc.

Miami, FL

Job Category: Client Support

Division: Retail

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Job Summary

General Description:

Responsible for the service of an alphabetical section of personal lines accounts, to provide prompt, accurate and courteous service to insureds, sales representatives, and insurance companies regarding those accounts.

Primary/Essential Duties:

  • To receive, document and process all insured’s requests for service and to submit this information to insurance companies the day the request is received.
  • To review and order all necessary renewals no later than 60 days prior to expiration. To check and distribute all renewals for delivery to insured. Maintain expiration/renewal instruction list and document progress on a day-to-day basis.
  • To make individual policy placement decisions based on the needs of the customer, our agency and the companies we represent.
  • To complete applications on our clients’ behalf for all Personal Lines coverages, including price quotations and comparisons, for the companies we represent.
  • To underwrite individual risk situations to ensure they meet our agency’s standards and those of the companies we represent.
  • To review individual client files prior to or at renewal, to assess coverages and recommend changes when necessary.
  • To review all policies for accuracy and look for possible exposures not covered. To alert insured of possible gaps in existing coverage and provide coverage options available.
  • To obtain expiration dates from existing clients for policies not written through this agency, gather data for future prospecting by agent, and maintain prospect log for follow-up. To actively develop account sales in a manner consistent with our agency marketing plans, thus working toward the department goal for new business policies.
  • To maintain a satisfactory working relationship with underwriters, marketing representatives and other company personnel.
  • To utilize the agency suspense system for all pending matters. To follow-up on all customers file suspense according to agency guidelines.
  • To follow all systems, procedures and insurance company regulations, prepare and submit work status report on a weekly basis.
  • Understand the role of automation in our agency, and maximize utilization of its capability for customer service, additional coverage sales, marketing and underwriting activities.
  • To perform special projects upon management’s request. Other duties may be assigned.
  • To receive, analyze, prepare, and present information for existing business to insurance companies for regular personal accounts.
  • To oversee that quotes and proposals are properly executed and assisting in the remarket process.
  • To attend insurance company meetings for public relations purposes.
  • Other duties as assigned

Competencies:

  • Ability to read and write English
  • Ability to complete tasks timely and accurately
  • Planning/organizing – the individual prioritizes and plans work activities and uses time efficiently.
  • Ability to maintain standards of quality and quantity of output as established by Personal Lines management

Required Skills

Required

  • High School degree
  • 440 or 220 license
  • At minimum 2 years of insurance experience
  • Completion and/or evidence of skills as outlined by personal management

Preferred

  • CPCU and/or CIC designation preferred

Salary Range

Negotiable

Contact

To APPLY for this position, scroll to the top of this posting and click APPLY HERE. If you have any technical difficulties, please contact Carrie Farley at [email protected]

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