Commercial Lines Customer Success Representative

Brown & Brown Insurance

Customer Success Representative providing high-quality customer service in a fast-paced insurance center. Focusing on customer experience in Greensboro, NC with a goal of increasing retention and sales.

Posted 7/21/2026full-timeGreensboro • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal lines insurance, including home, auto, and umbrella policies, while providing exceptional customer service and managing account renewals and service needs. Maintains compliance with industry standards and agency procedures, leveraging technology for effective documentation and communication.

Highest-signal resume keywords

Customer Service ExperiencePersonal Lines Insurance KnowledgeProperty & Casualty Producer Insurance LicenseMicrosoft Office ProficiencyAccount Renewal Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Lines InsuranceAccount RenewalsPolicy EndorsementsBilling ManagementCustomer Escalation Handling

Soft Skills

TeamworkPositive AttitudeKnowledge SharingExceptional Customer Experience

Tools & Technologies

Microsoft WindowsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Publisher

Certifications & Qualifications

Property & Casualty Producer Insurance License

Industry Keywords

Insurance IndustryCustomer InquiriesCross-Sell OpportunitiesCompliance DocumentsInternal Performance Standards

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Licenses and Certifications: Property & Casualty Producer Insurance License in good standing.

Benefits

Comp & perks

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.