Company Overview


Brown & Brown is an independent insurance intermediary that through its licensed subsidiaries provides a variety of insurance products and services to corporate, public entity, institutional, trade, professional, association and individual clients. Headquartered in Daytona Beach, Florida, offices are located across the United States, with products and services offered through four major business divisions. We are listed on the NYSE as BRO. Our corporate culture is built on vision, speed, agility and strength that allows us to thrive in the very competitive insurance environment. This unique culture has enabled us to quickly chase down new opportunities, adapt our products and services to best meet market demands, and satisfy our many and varied clients. Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance intermediaries in the nation, with 75 years of continuous service.

 

Job Overview

Pay:
Commensurate with Experience
Job Type:
Full Time
Category:
Customer Service, Entry Level
Location:
Uniondale, New York

 

 

 

Client Services Representative - Uniondale, NY

Brown & Brown, Inc  |  Uniondale, New York  |  Customer Service, Entry Level
 
 

Summary:

A Client Service Representative (CSR) is the key connection between our distribution network, our clients and the programs of Wright Specialty.  They foster, maintain and grow the service relationship with our brokers.  The CSR is also responsible for working with our Marketing, Underwriting, Claims and Risk Management teams to ensure that support for our clients is always of the highest standard.

 

Responsibilities:

  • Rate and Issue New Business and Renewal Business.
  • Process of Endorsements.
  • Invoice Renewals, New Business and Endorsements.
  • Review policies for accuracy.
  • Maintain files.
  • Responsible for reviewing new business submissions within 24-48 hours.
  • Request any missing information needed from the broker.
  • Create Cyber quotes for New Business.
  • Review completed rated submission prior to sending over to Underwriter.
  • Request Loss Control Inspections.
  • Issue New Business.
  • Follow-up for missing subjectivities.
  • Follow- up with broker on lost opportunities.
  • Maintain Image-right Files.
  • Works with assigned team to include Underwriter.
  • Develop and maintain a good working relationship with brokers and marketing.
  • Assist Underwriters with special projects.



Required Competencies:

  • Associate Degree, Required
  • Bachelor's Degree, Preferred
  • Proficient with MS Suite
  • Exceptional phone demeanor