Personal Lines Customer Success Representative

Greensboro, North Carolina
Not Specified
Feb 07, 2024
Apr 07, 2024
Job Type
Not Specified
Career Level
Not Specified

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 has an exciting opportunity available for a Personal Lines Customer Service Representative for our Personal Lines team in Greensboro, NC.

The Personal Lines Customer Service Representative will deliver day-to-day support by building successful relationships and providing exceptional service.

The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities.


  • Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, evidence 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


  • Property & Casualty Producer Insurance License in good standing

  • 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


  • Excellent growth and advancement opportunities

  • Competitive pay based on experience

  • Paid Time Off

  • Generous benefits package: health, dental, vision, 401(k), and many additional benefits

  • Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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