Commercial Lines Customer Success Representative

Posted 2 Days Ago
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Greensboro, NC, USA
In-Office
Junior
Insurance
The Role
Provide high-volume commercial lines customer service: process policy inquiries, changes, certificates, billing, renewals, and endorsements; document transactions in agency systems; pursue referrals and cross-sell opportunities; attend meetings; follow agency policies; maintain licensing through training and continuing education.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Commercial Lines Customer Success Representative to join our growing team in Greensboro, NC!

The Commercial Lines Customer Success Representative will provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities. 

How You Will Contribute: 

  • Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.  

  • Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.  

  • Provide an exceptional customer experience.  

  • Document renewal, sales, and insurance operations compliance documents into the agency management systems.   

  • Attend internal and client meetings, as needed.  

  • Follow agency guidelines, policies, and procedures.  

  • Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.  

  • Promote a commitment to achieve or exceed internal and external performance standards. 

  • Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing. 

Licenses and Certifications:  

  • Property & Casualty Producer Insurance License in good standing 

Skills & Experience to Be Successful: 

  • 2+ years of customer service experience in the insurance industry  

  • Comprehensive knowledge of personal lines insurance to include home, auto, umbrella, watercraft, collections, etc.  

  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.  

  • Experience handling personal account renewals, service needs, and customer escalations 

  • Experience handling policy endorsement requests, mortgage changes and Auto IDs  

  • Experience handling payments or billing questions 

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.


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”. 

Skills Required

  • Property & Casualty Producer Insurance License in good standing
  • 2+ years of customer service experience in the insurance industry
  • Comprehensive knowledge of personal lines insurance (home, auto, umbrella, watercraft, collections, etc.)
  • Proficient knowledge in Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher
  • Experience handling personal account renewals, service needs, and customer escalations
  • Experience handling policy endorsement requests, mortgage changes and Auto IDs
  • Experience handling payments or billing questions

Brown & Brown Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.

  • Healthcare Strength Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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