Commercial Lines Client Services Representative

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

It's an exciting time to join Brown & Brown!  Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Client Services Representative to join our growing team in St. Petersburg, Florida.

The Client Services Representative provides support to Producer and Account Manager in obtaining, maintaining, expanding and servicing commercial lines accounts by performing the following duties.

Who We Are:  Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939.  Our unique culture is built on honestly, integrity, innovation and discipline and defines who we are and how we treat our customers, teammates and the communities we serve.  We think of ourselves as a team, so we have teammates---not employees.  We prioritize health, family, and business---in that order.  We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself.  Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn’t act like one.

Who We Are Looking For:  We are looking for passionate team players who believe in working hard and having fun in a collaborative environment.  Our team is customer-focused and values the importance of strong relationships, professionalism, and trust.  We embrace solutions-oriented big thinkers who are committed to results and aren’t afraid to take risks.  We are driven to set goals high and aim even higher.

General Responsibilities:

• Assists Account Manager in obtaining information from the client for new and renewal policies, updates applications and policy detail.

• Rates, quotes, and issues policies as required.

• Reviews new and renewal policies for accuracy for delivery to the insured and updates detail in computer.

• Reviews and invoices endorsements for accuracy and sends to the insured

• Prepares change requests to the company requesting policy changes, and updates AMS360 & Imageright accordingly

• Keeps suspense (activity) items current.

• Prepares proposals for renewal on smaller accounts

• Issues Certificates of Insurance and Auto ID cards, as needed.

• Issues Summaries of Insurance.

• Prepares Invoices.

• Enters policy detail on accounts not yet entered.

• Processes mail

• Prepares accounts for market accounts per instructions from Account Manager or Producer.

• Keeps abreast of industry changes and trends.

• Talks with customers by phone or in person inside agency office.

• Undertakes additional responsibilities as required in the Account Manager’s absence (telephone calls, producer calls, client requests, etc.)

• Orders MVRs

• Participates in seminars and classes for knowledge and skill development.

• All other duties as assigned

• Order loss runs and completely loss run charts when needed

Required Qualifications:

• Willing to obtain 4-40 Insurance license within 90 days.

• Strong team member who proactively assists all other members of this team.

• Ability to maintain a professional manner at all times.

• Strong Microsoft Word and Excel knowledge

• Advanced time management and organization skills

Preferred Qualifications:

• Strong technical insurance knowledge and background.

• Strong communication and negotiation skills under stressful situations

What We Offer:    

• Excellent growth and advancement opportunities

• Competitive pay based on experience

• Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

• Tuition Reimbursement and Student Loan Repayment Assistance

• Mental Health Resources

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