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Customer Service Representative

Bb Insurance

Meridian, ID, UShybrid

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About this role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown   is seeking   a   Customer   Service Representative   to join our growing team in   Meridian, ID!      

The Commercial Lines Client Service Representative (CSR) delivers exceptional client service while managing and supporting clients and teammates. This role serves as a point of contact for clients, carriers, and internal teams — handling policy servicing and supporting new business and renewal activities.  

How You Will Contribute:      

• Support client inquiries, providing   timely , professional, and high-quality service  

• Manage inbound and outbound phone call service requests  

• Manage day-to-day service requests including policy changes, policy renewals, certificates, ID cards, and assigned tasks  

• Support clients with billing questions, payment processing, and premium collection  

• Prepare, review, and process insurance documents   

• Maintain   accurate   client records in agency management systems, including updates, file documentation, and tracking open items  

• Ensure compliance with internal procedures and carrier   requirements  

• Verify invoicing accuracy and   assist   with premium finance agreements and accounting-related items  

• Manage mid-term policy changes and   assist   with renewal strategy and stewardship reviews  

• Identify   opportunities for   additional   coverage to mitigate uninsured or underinsured exposures  

Licenses & Certifications:     

•   Active Property & Casualty (P&C) license  

Skills & Experience to be Successful:    

•   1+ years of commercial lines account management  

• Strong customer service mindset with excellent communication skills  

• High attention to detail and ability to multitask in a fast-paced environment  

• Strong organizational and time management skills  

• Proficiency   with Microsoft Office and agency management systems  

• Ability to service within modern tech-centric agency management systems   

Preferred  

• Equivalent work experience or equivalent college degree   

• Experience in commercial insurance markets and carrier relationships  

• Experience supporting marketing, renewals, or new business placement  

#LI-KM1

Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: • 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. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself    As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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