Customer Sales and Service Representative Job at Brown & Brown UK (Waterloo)

Job Description

The Customer Sales and Service Representative manage the daily servicing of an assigned book of business by handling quoting, policy processing, coverage analysis, renewals, claims support, and client communication to ensure accurate and timely delivery of insurance solutions. Provide proactive risk management and consultative guidance to clients, while fostering strong relationships with clients, carriers, and internal teams to support retention and business growth.

Job Responsibility

Manage the daily servicing of an assigned book of business by handling quoting, policy processing, coverage analysis, renewals, claims support, and client communication
Provide proactive risk management and consultative guidance to clients
Foster strong relationships with clients, carriers, and internal teams to support retention and business growth
Responsible for the day-to-day account management of an assigned book of business, including but not limited to quoting and binding new business, processing policies/endorsements, issuance of certificates of insurance, claims reporting and follow up as needed, MVR, Auto plus and Hits reporting, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions in a timely manner
Provide proper risk management on client’s profile based on their need and ensure proper insurance coverage and limits are offered
Build courteous and successful relationships with clients, vendors, and carriers to improve client retention
Identify gaps in coverage and consult leadership or client advisor of options to advise the client
Assist in the renewal process for all assigned and prospective clients including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders if applicable
Assist in the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements
Assist in growing the assigned book of business through account rounding and referrals
Support marketing and sales teams as needed
Promote teamwork, support, knowledge sharing and a positive attitude in the department and office
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

Requirements

RIBO Licensed
2+ years’ experience in the insurance industry, or a related field
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel. Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes etc.)

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