Personal Lines Customer Services Representative Job at Brown & Brown UK (Greensboro)

Personal Lines Insurance Agency Customer Service Representative

Personal Lines Insurance Agency CSR. You advise and counsel clients on coverage ...

Location

United States , Bethel Park

Salary:

40000.00 - 50000.00 USD / Year

TieTalent

Expiration Date

Until further notice

Requirements

high school diploma required (Associates degree preferred)
3 years office experience, insurance office setting Preferred
Has P&C insurance license, or is willing to Get licensed immediately
Ability to explain complex insurance coverage issues in a simple and understandable way
Excellent Interpersonal skills and willingness to sell to customers over the phone
knowledgeable of Microsoft office and able to learn the use of a digital management system, proprietary insurance software suites, and other software as needed.
attention to detail and strong communication skills and phone etiquette
ability to establish and maintain a positive and professional relationship with coworkers, clients and visitors
ability to multitask and stay organized despite occasional interruptions
MUST have or be willing to obtain your PA Property & Casualty insurance license

Job Responsibility

Maintaining Positive Customer Relationships
Answering Customers Insurance Queries in an informative, but simple and understandable way
Educating Customers on their coverage options to help them make informed decisions
Responding to quote Requests and leads within the same business day
Actively cross selling accounts everyday
Asking for referrals everyday
Scanning into Management system when needed
Using multiple software platforms to generate quotes
Using Multiple software platforms to make changes to policies
Concentrating on Customer relationship activities(Selling, Servicing, Cross selling)

What we offer

Major Medical and dental
Holidays, vacation time, plus 3 personal days
SEP retirement plan
PA P&C Training and CE reimbursement

Fulltime

Personal Lines Business Development Representative

The purpose of the Business Development Representative is to provide prompt, eff...

Location

United States , Greensboro

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

High school diploma
2+ years of customer service experience
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher
Problem solving, critical thinking, excellent written and verbal communication, and other basic office skills

Job Responsibility

Consultative Selling by educating customers on the program features, coverage forms, state required affidavits, underwriting & claims process
Complete understanding of Coverage & Endorsement Forms
Meet/Exceed Monthly Metrics: New Business Premium & Bind Ratio goals
Handle inbound phone calls inquiries for quotes/questions
Other Duties as assigned

What we offer

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

Fulltime

Member Services Representative

This role is ideal for someone who enjoys building trust through one-on-one serv...

Location

United States , St. Paul

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer service, member support, retail banking, credit union operations, or a similar front-line service environment
Strong computer skills, including comfort navigating multiple systems and using Microsoft Outlook in a detail-focused setting
Ability to type accurately and document member interactions clearly while managing service tasks
Experience handling phone-based customer support, including multi-line phone systems and high-quality call etiquette
Confidence working directly with members on account servicing, transaction processing, and problem resolution
Strong communication and interpersonal skills with a patient, detail-focused, and service-focused approach
Ability to manage in-person and phone interactions while maintaining accuracy, confidentiality, and attention to detail

Job Responsibility

Welcome members in person and by phone, respond to questions, and provide clear guidance on account services and credit union offerings
Process routine financial transactions accurately, including cash handling, deposits, withdrawals, and other account-related requests
Open new accounts and support account maintenance activities such as closures, address updates, and profile changes
Assist members with digital banking access, including online banking support and troubleshooting debit card issues
Handle inbound and outbound calls with professionalism, offering timely follow-up and practical solutions to service concerns
Explain membership benefits, products, and procedures in a way that helps members make informed decisions without using a sales-driven approach
Maintain up-to-date knowledge of internal policies, operational procedures, and regulatory expectations to ensure reliable service
Create a positive branch experience by taking the time needed to understand member needs while keeping transaction-based service efficient and accurate

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Member Services Representative

We are looking for a dedicated and personable Member Services Representative to ...

Location

United States , St. Paul

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in computer systems and software applications, including Microsoft Outlook
Ability to type efficiently and accurately for data entry and communication purposes
Previous experience in customer service or call center environments
Strong interpersonal skills with a focus on delivering exceptional service
Familiarity with managing multi-line phone systems
Capability to handle cash transactions and ensure accuracy in financial processes
Knowledge of online banking systems and account management
Excellent problem-solving skills and attention to detail when addressing member concerns

Job Responsibility

Handle incoming and outgoing calls to assist members with inquiries, transactions, and account-related issues
Provide comprehensive guidance to members about credit union services, benefits, and online banking tools
Process cash transactions efficiently while maintaining a high standard of accuracy
Assist members with opening and closing accounts, updating personal information, and resolving issues with debit cards
Deliver personalized service by addressing member concerns thoroughly, ensuring satisfaction without focusing on quotas or sales
Maintain detailed knowledge of credit union policies, procedures, and compliance regulations to provide consistent and accurate information
Support members visiting the branch by creating a welcoming environment and fostering positive interactions
Utilize computer systems and multi-line phone systems to manage member interactions effectively
Collaborate with team members to ensure seamless service delivery and problem resolution
Uphold the organization’s commitment to exceptional customer experiences through proactive and friendly communication

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Financial Services Representative (FSR)

Financial Services Representative (FSR) Location: Branch Reports To: Assistant B...

Location

Canada , Prince Rupert

Salary:

27.67 - 31.82 CAD / Hour

Hecate Strait Employment Development Society

Expiration Date

Until further notice

Requirements

High school diploma required
post-secondary education an asset
Credit Union or financial services courses (e.g., CCUA) considered an asset
Previous sales and service experience required.
2–4 years of financial services experience preferred.
Strong sales, communication, and relationship-building skills.
Excellent attention to detail and accuracy.
Ability to multitask and prioritize in a fast-paced environment.
Professional, reliable, and accountable with a high level of ownership.
Proficient in Microsoft Office and banking systems.

Job Responsibility

Provide day-to-day financial solutions including deposit accounts, registered and non-registered investments, small lending products, credit cards, and term deposits.
Open and maintain personal and business accounts
process account changes, redemptions, contributions, and auto transfers.
Proactively engage members to identify needs, retain business, and uncover new opportunities.
Promote Northern Savings products and services, making referrals to lending, wealth management, insurance, and business services.
Resolve member questions and concerns efficiently, escalating issues when required.
Maintain accurate and up-to-date member information.
Accurately process cash and non-cash transactions including deposits, withdrawals, transfers, bill payments, drafts, money orders, wires, and foreign currency.
Balance cash, ATMs, recyclers, vaults, and general ledger accounts in accordance with branch procedures.
Follow security, cash handling, and custody controls at all times.

Fulltime

Personal Lines Producer

The Personal Lines Producer is responsible for managing and growing an existing ...

Location

United States , Melbourne; Vero Beach

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Valid Producer license in good standing
Proficient with MS Office Suite
Ability to independently visit clients, prospects, and make related calls to others approximately 75% of the time
Ability to travel for industry and carrier events approximately 10% of the time
Exceptional communication skills
Strong sales skills
Ability to maintain a high-level of confidentiality
This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

Job Responsibility

Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth
Spend approximately 50-60% of the time outside with the customers and new business opportunities
Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives
Follow up to address customer needs and resolve their problems/issues
Ensure the proper resources from within the organization are involved with the customer and introduce new products through the other core business groups where appropriate
Develop and oversee customer service plans for each client and understand the needs of the customer
Document sales, prospecting information into the sales management database
Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements
Present proposal to customer ensuring appropriate team members and resources is represented/attend
Remain up to date with current market conditions and the status of the competition.

What we offer

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.

Fulltime

Patient Services Representative

Patient Services: Provides efficient, high-quality service to patients who arriv...

Location

United States , Park Ridge

Salary:

19.45 - 29.20 USD / Hour

Advocate Aurora Health

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
One to two years related customer service experience
Experience handling difficult caller/customers/patients
CRT/PC experience in a customer service setting
Working knowledge of eClinicalWorks and scheduling sections of the eClinicalWorks system preferred
Strong communication skills
Ability to solve problems posed by callers seeking referrals, appointments, billing issues and clinical information
Ability to function in a high volume, multiple-task environment, possibly in a crowed or closely shared workspace
Ability to work under stressful conditions with demanding customers
Ability to lift up to 35 pounds without assistance

Job Responsibility

Provides efficient, high-quality service to patients who arrive for appointments or who telephone or visit in person to request appointments or information on tests and procedures, bills and charges, referrals, and other matters
Greets and accurately registers patients in EMR system verifying essential billing and demographic information
Coordinates scheduling of patient appointments (phone and in-person requests) accurately and efficiently
Answers multiple incoming telephone lines, accurately determining the appropriate recipient of the call or message and referring them promptly and appropriately
Distributes communications accurately, based on practice protocol
Resolves a variety of patient questions, including HMO referrals, billing and queries about services and test results
Schedules future appointments and requisitions, laboratory tests, radiology procedures and other special diagnostic tests as needed
Notifies patient care area when patient has arrived and is ready to be seen
Attends to waiting patients in reception and ensures that they are seen in a timely manner or are promptly notified of unexpected delays
Accurately identifies type of insurance from card, understands different types of payers, and verifies eligibility if necessary

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Parttime

Patient Services Representative

Provides efficient, high-quality service to patients who arrive for appointments...

Location

United States , Fox River Grove

Salary:

19.80 - 29.70 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
One to two years related customer service experience
Experience handling difficult caller/customers/patients
CRT/PC experience in a customer service setting
Working knowledge of eClinicalWorks and scheduling sections of the eClinicalWorks system preferred
Strong communication skills
Ability to solve problems posed by callers seeking referrals, appointments, billing issues and clinical information
Ability to function in a high volume, multiple-task environment, possibly in a crowed or closely shared workspace
Ability to work under stressful conditions with demanding customers
Ability to lift up to 35 pounds without assistance

Job Responsibility

Provides efficient, high-quality service to patients who arrive for appointments or who telephone or visit in person to request appointments or information on tests and procedures, bills and charges, referrals, and other matters
Greets and accurately registers patients in EMR system verifying essential billing and demographic information
Coordinates scheduling of patient appointments (phone and in-person requests) accurately and efficiently
Answers multiple incoming telephone lines, accurately determining the appropriate recipient of the call or message and referring them promptly and appropriately
Distributes communications accurately, based on practice protocol. Includes pagers, faxes, emails
Resolves a variety of patient questions, including HMO referrals, billing and queries about services and test results
refers complex issues to practice manager or a clinical staff member, as appropriate
Schedules future appointments and requisitions, laboratory tests, radiology procedures and other special diagnostic tests as needed. May coordinate with appropriate sections of hospital admission and/or outpatient admissions and surgery
Notifies patient care area when patient has arrived and is ready to be seen. Attends to waiting patients in reception and ensures that they are seen in a timely manner or are promptly notified of unexpected delays
Accurately identifies type of insurance from card, understands different types of payers, and verifies eligibility if necessary

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Fulltime

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Personal Lines Customer Services Representative

Job Description

Job Responsibility

Requirements

What we offer

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