CSR / Account Manager – 440 - Personal Lines

Summary:

Brown Insurance Services was founded by Bob Brown in 1975 and has been serving greater Tampa Bay, Florida ever since.  We are a family owned Independent Insurance agency and consistently growing. Our staff is here to serve our clients, build long-term relationships with them and their family, and deliver the highest quality, most affordable insurance packages we can offer through our over 80 excellent carriers. The goal of our staff is to be available to meet their insurance needs and to answer any questions they may have regarding their insurance coverage. Combined, our staff has over 200 years’ experience in the insurance industry. We would love to add you to our growing team!

Job Responsibilities

You will be multi-tasking while working in a small office environment. Applicant must have a 440 or 220 license with a minimum 2 years’ experience in a fast paced independent insurance agency environment. Applicant must have a positive attitude with a desire to succeed and must be extremely organized.

• Take incoming calls from existing and new customers
• Meet with walk in clients
• Review policies with customers and explain differences in coverages
• Round out accounts in your book of business
• Rates, quotes, and issues policies as required.
• Follow up on action items
• Reviews endorsements for accuracy and attaches to management system
• Prepares change requests to the company requesting policy changes, and updates Applied accordingly.
• Keeps suspense (activity) items current.
• Issues Evidence of Insurance and Auto ID cards, as needed.
• Issues Summaries of Insurance.
• Prepares Invoices for agency billed accounts
• Enters policy detail on accounts not yet entered.
• Processes mail.
• Keeps abreast of industry changes and trends.

Skills & Requirements:

• 440 License required with desire to pursue a 220 license
• Applied TAM Knowledge is preferred
• Proficiency in Microsoft Outlook, Word, Excel
• Must possess a positive, pleasant, “can do” attitude
• A commitment to providing clients with an outstanding customer service experience
• Ability to work in a fast-paced environment
• Must be highly self-motivated
• Ability & Willingness to service and sell
• Committed to working in a collaborative team environment
• Strong attention to detail required
• Career minded vision is "very important"
• Great Customer Service Skills
• Problem-Solving Capabilities
• Strong work ethic and leadership skills
  Strong organization skills are a must.

Benefits:

• Group Health Coverage – after 60 days of employment
• 401K with employer match
• Paid Time Off
• Holiday Paid Time Off
• Competitive Pay based on experience
• Paid Day off to Volunteer in Our Community
• Company Paid Designation Classes & Continuing Education
• Opportunities for professional growth and career progression
• Company commitment to work/family life balance and community service
• Team Building Events

Brown Insurance is passionate about giving back to our community.  We support wonderful local charities, staff involvement in volunteering, company contest and events. We are looking for the best candidate who has the same passion. If you feel you’re the perfect fit for our growing team, Apply Now! 

Brown Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.