Personal Lines CSR

Posted Yesterday
Be an Early Applicant
Le Sueur, MN, USA
In-Office
26-33 Hourly
Entry level
Insurance
The Role
Serves personal lines insurance clients by handling inbound inquiries, policy changes, transactions, proposals, payments, claims notifications, and account reviews. Maintains accurate client records and electronic files, follows up on service requests, and identifies opportunities to upsell or cross-sell additional coverage. Requires a Property and Casualty Insurance license, insurance office experience, strong communication skills, and proficiency with Microsoft Office and web-based technology.
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 Personal Lines Licensed Customer Service Representative to join our growing team in Le Sueur, MN. 

 

The Canopy Group – Minnetonka, MN/Belle Plaine, MN/Le Sueur, MN 

Our fast-growing independent Insurance Agency is looking for a motivated licensed Customer Service Representative to join our team. The Canopy Group was named MIIAB 2018 Agency of the year. Our successful candidate is a team player with insurance customer service experience, superior communication skills, and thrives in a fast-paced work environment. 

The Insurance Customer Service Representative will assist our clients with service inquiries, and cross-sell additional lines of personal insurance to existing clients. The position requires superior phone and interpersonal communication skills, exceptional listening, and prior success in servicing clients on personal lines of insurance. 

 

How You Will Contribute:  

  • Receive inbound calls to assist insureds with inquiries while making changes to policies as needed, documenting in our agency management system 

  • Place outbound calls to complete research and follow up activity and conduct annual account review 

  • Communicate with current and potential clients, providing information, answering questions and resolving concerns 

  • Processing policy transactions 

  • Identify opportunities to up-sell coverage and seek cross sell opportunities 

  • Prepare insurance proposals through rating new business and expiring policies 

  • Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement 

  • Compile and update client database 

  • Maintain orderly electronic files and information, following agency procedures regarding customer interactions and transactions, documenting details of conversations, as well as actions taken. Setting suspense for those situations where it is needed. 

  • Make sure all new business payments are submitted to the carrier for processing and policies have been issued and successfully downloaded into agency management system 

 

Licenses & Certifications:   

  • Property and Casualty Insurance license 

 

Skills & Experience to be Successful:  

  • HS Degree or equivalent 

  • Advanced knowledge of Microsoft Office software and Web-based Technology 

  • Excellent spelling and grammar; outstanding verbal and written communication skills 

  • Prior insurance office experience 

Pay Range

26.00 - 33.00 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. 


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 and Casualty Insurance license
  • High school diploma or equivalent
  • Advanced knowledge of Microsoft Office software and web-based technology
  • Excellent spelling and grammar
  • Outstanding verbal and written communication skills
  • Prior insurance office experience
  • Exceptional listening and interpersonal communication skills

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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