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Customer Service Representative jobs at Brown & Brown - 1617 jobs

  • Commercial Lines Customer Service Representative

    Brown & Brown 4.6company rating

    Customer service representative job at Brown & Brown

    Brown & Brown is seeking a Commercial Client Service Representative to join our growing team in Meridian, Idaho! The Commercial Lines Customer Service Representative will be responsible for servicing client requests and questions, providing prompt, efficient, high-quality service, and assisting in the retention of existing accounts and quoting new business. How You Will Contribute : Provide service to existing clients via inbound calls, emails, and daily tasks Make outbound phone calls to provide customer service Quote and Bind insurance with various carriers for existing clients Respond to requests for certificates of insurance or auto ID cards Maintain a concern for timeliness and completeness on all service requests Utilize an electronic filing manager to maintain documentation and compliance Notate and file documents in our agency management system Skills & Experience to Be Successful: High school diploma or equivalent required Knowledge of Microsoft Office 365 (Outlook, Excel, OneNote, etc.) Strong oral and written communication skills Strong typing skills Exceptional customer service and interpersonal skills Demonstrated critical thinking and problem-solving skills 1-3 years of Commercial Insurance experience P&C license required or able to obtain within 90 days of hire AMS360 experience Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: 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. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $28k-33k yearly est. 2d ago
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  • CRM Functional Specialist

    Brown & Brown 4.6company rating

    Customer service representative job at Brown & Brown

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are seeking a CRM Functional Consultant to join our growing team. The Arrowhead Programs Technology Team is seeking a CRM Functional Consultant to join our team. We are looking for a peak performer with a passion for business, customer support, innovation, and provide a high level of service to achieve and exceed business goals. Ideal candidates would possess 5-10 years of experience supporting a CRM solution This includes experience with business system analysis, quality analysis, training, documentation, customer support, data quality management, and workflow analysis. Candidates should possess critical thinking and leadership skills, including experience with implementation projects. This person should have the ability to identify opportunities for process improvement. Candidates should have strong interpersonal skills, superior oral and written communication skills, a client service focus, and the ability to develop recommendations and implement complex solutions in a fast-paced environment. Experience in an insurance environment would be helpful. This position is fully remote. How You Will Contribute Developing strong relationship with internal business customers. Work with stakeholders across the enterprise to elicit, understand, refine and communicate business needs so that business and technical delivery teams can deliver effective CRM related solutions. Facilitate the alignment of strategic solutions to address needs. Prioritize CRM projects with PMO and Director of Digital Operations. Create and maintain dashboards for all CRM initiatives. Utilize an advanced understanding of customer needs as well as business vision and strategy to prioritize investment, business value and delivery. Work closely with business and IT stakeholders to regularly communicate the priorities for their product teams, identify and gain approval for potential tradeoffs when needed, escalate as appropriate through governance structures and effectively share successes and challenges to enable continued value delivery. Identify, engage, influence and lead business stakeholders and subject matter experts to effectively deliver on CRM product priorities. Consults with the Business Systems Analyst to ensure clarity of user stories and acceptance criteria. May contribute to the functional and business requirements. Collaborates with other products / project leads, legal, compliance and other colleagues to understand constraints, interdependence and to determine optimal delivery options to achieve expected benefits. Directs and guides strategic vision for future product utilization by investigating opportunities, building and presenting use cases, aligning with customer future needs and coordinating with the Technical Manager to scope and design. Liaison between the development team and the business to help translate business language into technical details. Works closely with the Brand & Communications team to promote new features or processes within the product to drive adoption. Works with multiple divisions to develop the product focusing on the technical aspect of the problem / solution Skills & Experience to Be Successful Bachelor's degree in a relevant field. Previous BA experience, including requirements gathering and documentation. CRM experience Familiarity with insurance terminology and concepts. Experience working in the insurance industry preferred. Process modeling with an eye toward identifying potential operational improvements. Strong facilitation skills, and solid verbal and written communication skills. Agile and Waterfall experience preferred. Strong Word and PowerPoint skills. Strong Excel skills, including familiarity working with a large dataset and getting useful insights out of it. Strong relationship building between internal customers, vendors, and employees. Client-facing experience. Pay Range $150,000 - $175,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: 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. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $35k-66k yearly est. Auto-Apply 7d ago
  • Licensed Inside Sales Representative - Property and Casualty - Base Pay + Uncapped Bonuses

    American Family Insurance 4.5company rating

    Madison, WI jobs

    This position is responsible for quoting and selling insurance policy premiums to incoming sales prospects from advertising ad purchased leads while providing excellent customer service to new and existing customers. We are looking for someone to join our team as a Licensed Inside Sales Representative. Starting base pay is $25/hour with uncapped bonus plan available to you in addition to your base pay! Average variable compensation is roughly $2,000 per month but can vary and could be up to $5,000. Variable compensation will grow as we expand business in multiple states. You will assist clients with warm leads to educate, provide quotes and sell any, or all insurance products. This is done by demonstrating advantages of our products, services and benefits while also overcoming objections to purchase. You must CURRENTLY have an active Property and Casualty Producers License or a Personal Lines License to be considered for this role. By utilizing your bilingual skills, you will get a 7% shift premium. Position Compensation Range: $25.00 - $31.88 Pay Rate Type: Hourly Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities •Quotes and sells insurance products to new and current customer. •Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer. •Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history. •Explains coverage and payment options to the customer. •Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing. •Services existing customer policies as required including policy changes when customer service is not available. •Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention. •Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing. Specialized Knowledge & Skills Requirements •Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees. •Familiar with Microsoft Office applications. •Excellent written and verbal communication skills. •Able to multi-task with speed and accuracy. •Organizational and problem solving skills. Licenses You must hold an active Property and Casualty Insurance Producer's License or Personal Lines (Not Adjusters). American Family Insurance will pay to maintain your licenses after hire along with all CE requirements. By utilizing your bilingual skills (English/Spanish), you will get a 7% shift premium. Travel Requirements •Up to 25%. Physical Requirements •Work that primarily involves sitting/standing. Working Location While this position is primarily work from home, you would need to live near one of our talent areas listed to be able to travel to the office for in person meetings and events. These areas are located in: Madison, WI 53783; Boston, MA 02110; Denver, CO 80112; Eden Prairie, MN 55343; Keene, NH 03431; St. Joseph, MO 64507; Phoenix, AZ 85034; Atlanta, GA 30328 Additional Information Offer to selected candidate will be made contingent on the results of applicable background checks Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation. #LI-PT1
    $25-31.9 hourly Auto-Apply 1d ago
  • Personal Lines Insurance CSR

    Summit Bridge Partners 4.5company rating

    Baltimore, MD jobs

    Personal Lines Client Service Representative A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection. Key Responsibilities Deliver responsive and high-quality service to clients via phone and email Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup Maintain and update service records, documentation, and internal systems accurately Support service team in reviewing incoming policy data and troubleshooting issues Prepare routine correspondence, coverage summaries, and support documents Respond to carrier and client information requests in a timely, professional manner Help with premium comparisons, policy placement options, and remarketing efforts when needed Qualifications 2+ years of insurance experience required (personal lines) Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $50,000 to $70,000 Full benefits package including health, dental, vision insurance and retirement contributions
    $50k-70k yearly 5d ago
  • Senior Customer Service Representative

    Brightway Insurance 4.4company rating

    Melbourne, FL jobs

    The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.
    $33k-38k yearly est. 1d ago
  • Customer Service Specialist

    The Phoenix Group 4.8company rating

    Los Angeles, CA jobs

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. What You'll Do Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. What We're Looking For Strong verbal and written communication skills. A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed. Your Background High school diploma or equivalent required. 3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support). Prior exposure to professional services or corporate environments a plus. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $35k-45k yearly est. 3d ago
  • Customer Service Representative - Training Provided

    Plymouth Rock Assurance 4.7company rating

    Boston, MA jobs

    As a Customer Service Associate, you will be responsible for delivering superior experiences to our customers by phone, email, and text. Specifically, these inquiries will be about our Auto Insurance product. You will use critical thinking skills and computer navigational abilities to solve customer problems in this dynamic, fast-paced environment. No two inquiries are ever the same, which makes this an exciting place to develop and hone your customer service and problem-solving skills. What is exciting about this role and Plymouth Rock? This is a salary-based position that comes with full benefits, and promotional opportunities. No prior insurance experience is required, as you will receive extensive, fully paid training and support. Plymouth Rock knows that happy employees promote happy customers, and that a successful, fulfilling employee experience makes all the difference. We foster a stable, diverse and thriving work environment where everyone feels valued, empowered and free to share ideas. Essential Functions & Responsibilities Primary responsibility is to provide extraordinary service on all inquiries regarding our auto insurance product. These inquiries can come via phone, email, text and chat. Making sure every customer interaction results in a great customer experience. Develop and maintain strong knowledge of our revolutionary insurance product. Accurately enter and update policy information into the various processing systems. Build enduring relationships with agents, customers and team members. Be willing to learn something new every day and apply it to future customer interactions. Qualifications and Education Excellent oral and written communications skills Bachelor's or Associate Degree preferred (or working towards a degree) Ability to multitask and adapt to changes quickly Capability to identify and address customer's needs to ensure an outstanding experience on every interaction Capacity to work in a fast pace supporting the rapid growth of our customer base Be a self-motivated individual to meet & exceed goals Proficient in the use of Microsoft Office Minimum of 1 year overall work experience preferred Perks and Benefits 4 weeks accrued paid time off + 9 paid national holidays per year Free onsite gym at our Boston Location Tuition Reimbursement Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision) Robust health and wellness program and fitness reimbursements Auto and home insurance discounts Matching gift opportunities Annual 401(k) Employer Contribution (up to 7.5% of your base salary) Various Paid Family leave options including Paid Parental Leave Resources to promote Professional Development (LinkedIn Learning and licensure assistance) Convenient location directly across from South Station and Pre-Tax Commuter Benefits Salary Range: The pay range for this position is $45,000 to $50,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. About the Company The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.
    $45k-50.5k yearly 2d ago
  • Commercial Lines Client Service Rep

    Summit Bridge Partners 4.5company rating

    Baltimore, MD jobs

    About the Role The Commercial Lines Client Service Representative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention. Key Responsibilities ● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. ● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. ● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. ● Maintain accurate client and policy information in the agency management system. ● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. ● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. About the Candidate The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions Free parking Work Environment In-office role (Monday to Friday schedule). Communication channels include phone, email, and team collaboration platforms Small team with supportive culture and a mix of independent and group tasks
    $60k-80k yearly 5d ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    Los Angeles, CA jobs

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.
    $33k-43k yearly est. 2d ago
  • Senior Customer Service Representative

    Brightway Insurance 4.4company rating

    Boca Raton, FL jobs

    The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Provide guidance and support to junior CSRs and team members. Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.
    $33k-38k yearly est. 2d ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    New York, NY jobs

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. What You'll Do Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. What We're Looking For Strong verbal and written communication skills. A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed. Your Background High school diploma or equivalent required. 3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support). Prior exposure to professional services or corporate environments a plus. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $31k-40k yearly est. 2d ago
  • Customer Service Representative

    Brightway Insurance 4.4company rating

    Jacksonville, FL jobs

    Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. We are currently seeking Customer Service Representative (CSR) to join our team Position Summary: As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed. Responsibilities: Provide exceptional customer service to policyholders via phone, email, and in-person interactions Assist clients with policy changes, billing inquiries, claims, and general insurance questions Educate clients on available coverages, products, and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross-selling and upselling Qualifications: High school diploma or equivalent required; college degree a plus 4-40 Customer Service License required 1+ years of experience in insurance or a customer service-related role preferred Strong communication and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us? Competitive salary plus performance bonuses Opportunities for career growth and professional development Supportive team environment Work that makes a difference in people's lives
    $27k-33k yearly est. 2d ago
  • Provider Relations Representative - External

    Gold Coast Health Plan 4.1company rating

    Camarillo, CA jobs

    Full Time Camarillo, CA, US Salary Range:$88,594.00 To $147,656.00 The Provider Relations Representative-External is a field-based position is responsible for ensuring effective communication, compliance, and support for network providers, dedicating a minimum of 75% of time to provider visits, community engagements, and on-site activities. As the primary liaison between providers and the organization, the representative is tasked with resolving inquiries, facilitating onboarding processes, and delivering targeted education on policies, regulatory requirements, and reimbursement methodologies. Through proactive collaboration with internal departments, the representative ensures seamless coordination for claims resolution, contracting questions, and data management. Amount of Travel Required: 75% Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. ESSENTIAL FUNCTIONS • Initiate and maintain effective channels of communication with GCHP network providers. • Provide the onboarding of new GCHP network providers to ensure full compliance with regulatory requirements. • Travel to provider offices at a minimum of 4 working days per week. • Build and nurture relationships with healthcare providers, community-based organizations, and other key stakeholders in the designated region to promote the health plan's goals and ensure robust network participation. • Act as a primary external point of contact for provider inquiries, resolving issues promptly. Educate providers on health plan policies, procedures, and compliance requirements to enhance efficiency and service delivery. • Represent the health plan at local events, health fairs, and professional gatherings. Develop and deliver presentations to increase awareness and advocate for the organization's services within the community. • Conduct regular provider visits to gather data, identify trends, and assess provider performance. Provide actionable insights and detailed reports to internal teams to support strategic decision-making. • Work closely with cross-functional teams, including internal provider relations teams, operations, and customer service, to align provider activities with GCHP goals and improve the overall provider experience. • When required, assist departmental operations with investigating contracting questions, including interpretation of contract language as it pertains to the roles and responsibilities of a GCHP network provider, coding and reimbursement methodology. • Manage and maintain GCHP network provider data and rosters to ensure additions and terminations of participating providers, address/demographic changes, name changes, TIN, NPI updates and provider practice information changes are timely and accurately submitted to all applicable operational systems. • Facilitate first call resolution, when appropriate, for GCHP provider questions and concerns. • Drive the resolution of escalated questions and concerns efficiently by actively engaging with providers, claims, contracting, and health services departments, ensuring clear and effective communication across all parties. • Gather, review, and submit relevant documentation needed for to help resolve complex claims inquiries and/or claims processing. • Educate healthcare providers about Medicare Risk Adjustment (MRA) including but not limited to accurate documentation, coding. • Educate healthcare providers on CMS guidelines, compliance requirements and risk adjustment audits and reviews. • Coordinate prompt claims resolution through direct communications with providers, claims, contracting and health services departments. • Be proficient and maintain knowledge of basic claims processing, components of claims submission, processing, payment and reimbursement methodologies and issues resolution. • Organize, schedule, and develop training sessions for joint operation meetings, individual provider trainings, and group provider trainings. • Provide documentation and reports for internal GCHP committees, detailing provider trainings, contacts, and follow-ups. • Consistently monitor and manage the provider roster, ensuring timely follow-ups and oversight. • Maintain understanding of applicable federal, state, and local laws and regulations regarding healthcare with a focus on Medicaid and Medicare. • Notify departmental colleagues and/or leadership of potential issues, shortfalls, and trends in GCHP provider network to help initiate improvement opportunities. • Assist departmental colleagues on training of contract inquiries and/or contract issues that impact GCHP network providers' roles and responsibilities. • Manage disputes diplomatically to find mutually beneficial solutions. • Articulate information, updates and policies to ensure providers understand expectations and requirements. MINIMUM QUALIFICATIONS Education & Experience: Please identify the nature of education and experience such as: Associates, Bachelor's and/or Master's degree (four-year college or technical school) and list any applicable specialty or field of study. • High School Degree • Minimum 5+ years health care/managed care experience to include: Experience in provider relations, healthcare administration, health related customer service or a related field. • Proficient knowledge of governmental lines of business (Medicare and Medicaid) KNOWLEDGE, SKILLS & ABILITIES Preferred Qualifications: • Bachelor's Degree (four-year college) • Understanding with claims processing, reimbursement methodologies, and healthcare regulations. • Proven track record of building and maintaining relationships with healthcare providers or clients. • Experience in training, onboarding, or educating providers on policies, procedures, and compliance requirements. Technology & Software Skills: Advanced computer skills included in the MS Office products, specifically Word, Excel, PowerPoint, Teams and Outlook Certifications & Licenses: A valid and current Driver's License, Auto Insurance
    $37k-49k yearly est. 1d ago
  • Client Concierge/Client Specialist

    Brightway Insurance 4.4company rating

    Saint Augustine, FL jobs

    Brightway Insurance is hiring a Full-Time Client Concierge in Saint Augustine As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction. Key Responsibilities Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services. Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing. Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions. Maintain organized client records, process paperwork, and manage scheduling to support agency operations. Follow up with clients to ensure satisfaction and encourage policy renewals and referrals. Qualifications High school diploma or equivalent; college degree preferred. Previous experience in customer service, insurance, or administrative roles is advantageous. Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software. Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one. Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships. If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
    $34k-56k yearly est. 3d ago
  • Customer Service Lead

    The Phoenix Group 4.8company rating

    Los Angeles, CA jobs

    Key Responsibilities Deliver high-quality customer service and administrative support using a customer interaction platform for workplace-related needs, including reception services, facilities support, hosting, conference room coordination, emergency notifications, and travel assistance Design and elevate workplace experiences that make employees, clients, and guests feel welcomed, valued, and connected to the organization Provide polished, high-touch service to all visitors and external guests Assign, monitor, and coordinate work across a 24/7 team to ensure timely and accurate completion of requests Train and support team members on established processes, tools, and workflows Foster a collaborative team environment where ownership and accountability are shared across all agents Safeguard confidential, sensitive, privileged, financial, and proprietary information at all times Qualifications We're interested in candidates who: Communicate clearly and professionally, both verbally and in writing Consistently deliver exceptional customer service and take pride in exceeding expectations Demonstrate sound judgment and the ability to assess situations and take initiative independently Has had previous management or lead experience in a customer support role And who have: A high school diploma or equivalent At least three (3) years of experience in workplace services, reception, hospitality, technology support, or an inbound customer service environment Administrative experience, preferably within a professional services or corporate setting The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $36k-46k yearly est. 1d ago
  • Commercial Service Advisor

    Vizance 4.0company rating

    Hartland, WI jobs

    Vizance is looking for Client Service Advisors for our Commercial Lines/Risk Management Team in Hartland. WHY JOIN VIZANCE? Vizance has nearly 200 associates in 9 locations throughout Wisconsin, and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies - on purpose! The combination of our Culture, Independence, and Performance/ System-Based Mindset clearly differentiate us as a company built to last. Vizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms, and is proud to be a Minority-Owned Business Enterprise (MBE). WHAT YOU WILL DO AT VIZANCE As a Client Service Advisor, you will be responsible for developing a strong working relationship with Risk Management Advisors and your clients. You will work with the Advisor and our carrier partners to ensure the timely and successful delivery of our client service standards. This includes: Policy Administration: Manage policy documentation, endorsements, and renewals Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks Communication: Work with dedicated sales and service teams to plan and execute client service plans WHAT YOU WILL BRING TO VIZANCE At least 2 years of Commercial Property & Casualty experience, preferably in an insurance agency setting Wisconsin Property and Casualty Insurance License Ability to work in a fast-paced environment with attention to detail Desire to be part of a growing and collaborative team Enthusiasm, exceptional communication skills, and a strong work ethic WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance 401(k) match Paid Time Off (including your birthday) Sponsored education opportunities A supportive team environment that celebrates success Opportunities for growth If you are looking for a promising career in a growing organization, then we want to hear from you!
    $34k-42k yearly est. 4d ago
  • Client Concierge/Client Specialist

    Brightway Insurance 4.4company rating

    Palm Valley, FL jobs

    Brightway Insurance is hiring a Full-Time Client Concierge in PVB As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction. Key Responsibilities Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services. Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing. Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions. Maintain organized client records, process paperwork, and manage scheduling to support agency operations. Follow up with clients to ensure satisfaction and encourage policy renewals and referrals. Qualifications High school diploma or equivalent; college degree preferred. Previous experience in customer service, insurance, or administrative roles is advantageous. Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software. Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one. Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships. If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
    $34k-56k yearly est. 5d ago
  • Licensed Insurance Customer Service

    State Farm Agency-New Orleans 3.9company rating

    Metairie, LA jobs

    Job Description Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each and every day What we provide Minimum salary $18.00/hour; salary will be increased dependent upon experience, licensing and performance. Once licensed, bonuses and commissions will be paid on sales performance. Paid time off (vacation) Retirement plan (after first year) Valuable experience Growth potential/Opportunity for advancement within my office Requirements Property & Casualty license (required) Life and Health license (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
    $18 hourly 16d ago
  • Client Specialist

    Lockton 4.5company rating

    Chicago, IL jobs

    * Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license
    $50k-62k yearly est. 24d ago
  • Client Specialist

    Lockton 4.5company rating

    Chicago, IL jobs

    * Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license This is a remote eligible position. Compensation and Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location. Compensation * Base salary: $60,000 USD * Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate. Lockton Benefits Offerings At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings. * Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan * Wellness incentive program for health premium savings * Dental Plans - MetLife PPO & Copay option * Vision Plan - VSP Choice Plan * Health Savings Account * Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation * Life Insurance - Group term life, AD&D plus voluntary life options * Paid parental leave * Disability benefits - salary continuation & long-term disability for qualifying events * Legal services * Critical illness care * Hospital indemnity * Pet insurance * Gym membership discount programs * Retirement 401(K) Plan - 100% match up to 6% with immediate vesting * Student loan 401(K) match option * Associate assistance mental health program * Merchant discounts * Paid time off including vacation, holidays, personal days, volunteer days, and sick time * Associate referral bonus & new business finder's fee * Company sponsored charitable and community events * Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits
    $60k yearly 24d ago

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