Customer Service Representative - Business Insurance Services

Brown & Brown is an insurance services company seeking a Customer Service Representative for its Business Insurance Services team. The role promotes and renews assigned Pearl Insurance coverages, supports application and underwriting activities, handles policyholder and broker inquiries, and maintains customer relationships through multiple communication channels.

Responsibilities:

• Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients; sell ancillary product(s) to clients
• Facilitate the application and underwriting process with the client and the internal underwriter that includes – sending application to client; finalizing application and any applicable forms and prepare information for submission, following up with the client when additional information is needed to complete the underwriting process
• Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the renewal
• Document sales activities in the Customer Relationship Management (CRM) system
• Build and maintain customer relationships following their first year of coverage by responding to various questions, needs, and requests
• Serve as a back up to other Client Relations Account Representatives when they are not available

Requirements:

• Bachelor's degree in business management, marketing, or a related field
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization
• Property and Casualty insurance license required (or the ability to obtain)
• Previous sales and/or customer service experience, preferably within the insurance industry; or equivalent combination of education and experience