What are the responsibilities and job description for the Personal Lines CSR position at Brown Insurance Services?
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:
- Monitor carrier websites and retrieve policy notices
- Help maintain the accuracy and integrity of our agency management system (Applied Epic)
- Ensuring policy status reads correctly in 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 cancelled in 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 transferring when necessary
What this role is NOT:
- 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
- Active 4-40, 20-44, 2-20 License
- 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