Personal Lines CSR

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)

• 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