Personal Lines CSR
Job Location:
Seminole, FL - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Join Brown Insurance Services
Personal Line CSR
Do you take pride in accuracy and follow-through Do you enjoy checking tasks off a list and completing objectives If so this is the role for you.If you are ready to make a meaningful impact and grow in experience in a respected insurance agency apply now to become a valued member of our team!
What Youll Do:
- Monitor carrier websites and retrieve policy notices
- Help maintain the accuracy and integrity of our agency management system (Applied Epic)
- Ensuring policy status reads correctlyin Applied Epic
- Attach policy documents and maintain accurate client records
- Review and route carrier communications to the appropriate Account Manager
- Process mortgagee change requests and proof of insurance requests
- Verify policies are renewed or cancelledin Applied Epic
- Create follow-up activities for the Account Managers
- Process insurance-related mail and documentation
- Support Account Managers by keeping policy workflows moving
- Provide additional support on overflow call transferringwhen necessary
- A front client-facing position
- A cold-calling position
- A receptionist position
- A commission-based role
This is an operations-focused position that plays a critical role in supporting our internal team.
Requirements:
- High school diploma or equivalent
- Minimum 2 years of administrative customer service office operations insurance banking healthcare administration mortgage title legal support or other detail-oriented office experience
- Comprehensive reading skills
- Strong problem-solving skills
- Detail-oriented with exceptional organizational and time-management abilities
- Proficient computer skills including experience with agency management systems and Microsoft Office Suite Applied Epic
- Ability to multitask and manage multiple priorities
- ActiveLicense
- Prior experience (preferred)
Benefits:
- Base $40K
- PTO included (after 90 days)
- Health Insurance Employer pays majority for the primary insured(after 90 days)
- Dental/Vision/Aflac Available Employee cost(after 90 days)
- 401k after 12 months of employment- Employer up to 4% match
Required Experience:
Senior IC
About Company
At Brown Insurance, your interests always come first! Whether you're looking for a commercial or personal policy, we have the answers you need.
