Customer Service Representative
Brown & Brown, Rochester, NY, United States
Job Title
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Purpose
Assist with client services for new and existing accounts to achieve Agency sales goals and service standards Essential Duties and Responsibilities:
Issue renewal certificates along with daily certificates requested. Issue within 24 hours of request, unless carrier approval required. Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare exposure summaries when requested. Issue Change Requests and Auto ID Cards using carrier website when applicable Bill and process endorsements within 5 days of receipt from Account Manager. Bill and process basic audits within the same timeframe. Maintain account files, overseeing that documents are attached in Imageright Review tasks on a regularly scheduled basis, re-scheduling or handling items as appropriate. Maintain knowledge of carrier underwriting criteria Check carrier issued policies for accuracy. Inform Account Manager of differences between final proposal, issued policy and AMS360 data. Prepare policy binder for client delivery or mailing. Utilize agency automation with a high level of knowledge and proficiency. Follow procedures as established in the Commercial Lines Procedure Manual. Keep Account Managers informed of real or potential problems. Pursue a program of personal and professional development. Competencies:
Resilience- Steps up to tackle tough assignments. Drives Results
Consistently achieve results through meeting timeframes. Instills Trust Gains the confidence & trust of others through honesty, integrity & authenticity. Customer Focused
Builds strong relationships and delivers customer centric solutions. Drives Engagement
Helps create a positive and engaging work environment. Cultivates Innovation
Creates new and better ways for internal processes. Attracts & Develops Talent
Refer top talent and set a positive example for potential new hires. Decision Quality
Make good and timely decisions that drive efficient workflows. Communicates Effectively
Delivers communications that convey a clear understanding of the unique needs of different audiences. Mentorship
Support the growth and development of others through teamwork and knowledge sharing. Pay Range
50,000 - 60,000 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. 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. 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".
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Purpose
Assist with client services for new and existing accounts to achieve Agency sales goals and service standards Essential Duties and Responsibilities:
Issue renewal certificates along with daily certificates requested. Issue within 24 hours of request, unless carrier approval required. Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare exposure summaries when requested. Issue Change Requests and Auto ID Cards using carrier website when applicable Bill and process endorsements within 5 days of receipt from Account Manager. Bill and process basic audits within the same timeframe. Maintain account files, overseeing that documents are attached in Imageright Review tasks on a regularly scheduled basis, re-scheduling or handling items as appropriate. Maintain knowledge of carrier underwriting criteria Check carrier issued policies for accuracy. Inform Account Manager of differences between final proposal, issued policy and AMS360 data. Prepare policy binder for client delivery or mailing. Utilize agency automation with a high level of knowledge and proficiency. Follow procedures as established in the Commercial Lines Procedure Manual. Keep Account Managers informed of real or potential problems. Pursue a program of personal and professional development. Competencies:
Resilience- Steps up to tackle tough assignments. Drives Results
Consistently achieve results through meeting timeframes. Instills Trust Gains the confidence & trust of others through honesty, integrity & authenticity. Customer Focused
Builds strong relationships and delivers customer centric solutions. Drives Engagement
Helps create a positive and engaging work environment. Cultivates Innovation
Creates new and better ways for internal processes. Attracts & Develops Talent
Refer top talent and set a positive example for potential new hires. Decision Quality
Make good and timely decisions that drive efficient workflows. Communicates Effectively
Delivers communications that convey a clear understanding of the unique needs of different audiences. Mentorship
Support the growth and development of others through teamwork and knowledge sharing. Pay Range
50,000 - 60,000 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. 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. 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".