Personal Lines CSR

Join Brown Insurance Services Personal Line CSR Do you take pride in accuracy and follow-through? Do you enjoy checking tasks off a list and completing objectives? If so, this is the role for you. If you are ready to make a meaningful impact and grow in experience in a respected insurance agency, apply now to become a valued member of our team! **What You'll Do:** - Monitor carrier websites and retrieve policy notices - Help maintain the accuracy and integrity of our agency management system (Applied Epic) - Ensuring policy status reads correctly in Applied Epic - Attach policy documents and maintain accurate client records - Review and route carrier communications to the appropriate Account Manager - Process mortgagee change requests and proof of insurance requests - Verify policies are renewed or cancelled in Applied Epic - Create follow-up activities for the Account Managers - Process insurance-related mail and documentation - Support Account Managers by keeping policy workflows moving - Provide additional support on overflow call transferring when necessary ### **What this role is NOT:** - A front client-facing position - A cold-calling position - A receptionist position - A commission-based role This is an **operations-focused position** that plays a critical role in supporting our internal team. **Requirements:** - High school diploma or equivalent - Minimum 2 years of administrative, customer service, office operations, insurance, banking, healthcare administration, mortgage, title, legal support, or other detail-oriented office experience - Comprehensive reading skills - Strong problem-solving skills - Detail-oriented with exceptional organizational and time-management abilities - Proficient computer skills, including experience with agency management systems and Microsoft Office Suite, Applied Epic - Ability to multitask and manage multiple priorities - Active 4-40, 20-44, 2-20 License - Prior experience (preferred) **Benefits:** - Base $40K - PTO included (after 90 days) - Health Insurance – Employer pays majority for the primary insured (after 90 days) - Dental/Vision/Aflac Available – Employee cost (after 90 days) - 401k after 12 months of employment - Employer up to 4% match Brown Insurance Services is celebrating over 50 years as a family-owned agency in FL. We are a full-service independent agency representing top insurance carriers. These strategies allow us to operate in the client’s best interests, rather than being confined to limited options through a big-box agency. Check out our website to see more about the agency, and feel free to read our agency reviews from our amazing community of clients. [Brown Insurance Services](https://www.browninsuranceservices.com/)