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 You'll Do:
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Monitor carrier websites and retrieve policy notices
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Help maintain the accuracy and integrity of our agency management system (Applied Epic)
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Ensuring policy status reads correctly in Applied Epic
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Attach policy documents and maintain accurate client records
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Review and route carrier communications to the appropriate Account Manager
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Process mortgagee change requests and proof of insurance requests
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Verify policies are renewed or cancelled in Applied Epic
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Create follow-up activities for the Account Managers
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Process insurance-related mail and documentation
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Support Account Managers by keeping policy workflows moving
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Provide additional support on overflow call transferring when necessary
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A front client-facing position
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A cold-calling position
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A receptionist position
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A commission-based role
This is an operations-focused position that plays a critical role in supporting our internal team.
Requirements:
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High school diploma or equivalent
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Minimum 2 years of administrative, customer service, office operations, insurance, banking, healthcare administration, mortgage, title, legal support, or other detail-oriented office experience
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Comprehensive reading skills
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Strong problem-solving skills
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Detail-oriented with exceptional organizational and time-management abilities
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Proficient computer skills, including experience with agency management systems and Microsoft Office Suite, Applied Epic
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Ability to multitask and manage multiple priorities
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Active 4-40, 20-44, 2-20 License
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Prior experience (preferred)
Benefits:-
Base $40K
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PTO included (after 90 days)
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Health Insurance – Employer pays majority for the primary insured (after 90 days)
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Dental/Vision/Aflac Available – Employee cost (after 90 days)
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401k after 12 months of employment - Employer up to 4% match
Brown Insurance Services is celebrating over 50 years as a family-owned agency in FL. We are a full-service independent agency representing top insurance carriers. These strategies allow us to operate in the client’s best interests, rather than being confined to limited options through a big-box agency. Check out our website to see more about the agency, and feel free to read our agency reviews from our amazing community of clients. Brown Insurance Services
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