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Commercial Lines Customer Success Representative

Bb Insurance · North Carolina

📍 Greensboro, NC, USAvia workday
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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  Commercial Lines Customer Success Representative  to join our growing team in  Greensboro, NC! The Commercial Lines Customer Success Representative will provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities.  How You Will Contribute:   Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.   Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.   Provide an exceptional customer experience.   Document renewal, sales, and insurance operations compliance documents into the agency management systems.    Attend internal and client meetings, as needed.   Follow agency guidelines, policies, and procedures.   Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.   Promote a commitment to achieve or exceed internal and external performance standards.  Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.  Licenses and Certifications:    Property & Casualty Producer Insurance License in good standing  Skills & Experience to Be Successful:   2+ years of customer service experience in the insurance industry   Comprehensive knowledge of personal lines insurance to include home, auto, umbrella, watercraft, collections, etc.   Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.   Experience handling personal account renewals, service needs, and customer escalations  Experience handling policy endorsement requests, mortgage changes and Auto IDs   Experience handling payments or billing questions  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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