Customer Service Representative

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 

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