Customer Service Representative - Orange, CA

Brown & Brown, Inc  |  Orange, CA  |  Administration / Clerical, Customer Service, Entry Level

CalSurance Associates is seeking a motivated Customer Service Representative (CSR) to join our office, as part of the first response team, for inbound customer phone calls. We will rely on you and your team for delivering service in a courteous, professional, and efficient manner, while interacting with customers and insurance agents to discuss Errors and Omissions insurance. This individual will further be responsible for administrative tasks and maintain client documentation.  The ideal CSR is friendly, upbeat, professional, and dependable.



  • Support incoming calls, emails, and online chats from customers.
  • Handle basic coverage questions, assist with enrollment, premium inquiries, and cancellation requests.
  • Respond to questions and requests from clients/customers/agents quickly and accurately.
  • Record details of all customer interactions including requests, inquiries, comments, complaints and then record details of actions taken.
  • Retrieving and responding to voicemail and emails.

Required Competencies:

  • Some call center and/or customer service experience desired.   
  • Exceptional listening skills with the ability to handle difficult and detailed inbound/outbound calls.       
  • Ability to multi-task between various software programs.        
  • Problem solving and problem resolutions skills.             
  • Proficient typing skills to type complete, accurate and thorough notes in customer files.            
  • Computer skills should include Microsoft Excel, Word, Outlook.             
  • Communicate and write clearly and in a professional manner (telephone, email, online chat and in person).     
  • Must be able to work quickly and efficiently.  
  • High School diploma/GED.      
  • Must become a licensed Property & Casualty Insurance Agent within 90 days of hire. (CalSurance pays this expense.)    



We offer a wide range of benefits including, Medical, Dental and Vision coverage, Life Insurance, 401K, Employee Stock Purchase Plans, Paid Holidays, Paid Time Off, plus much more


We are an Equal Opportunity Employer. 
We take pride in the diversity of our team and seek diversity in our applicants.

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