About this opportunity
Bryson lists this Account Representative opportunity in orange county, ca, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence. Position Purpose & Focus
The Customer Service Representative- Property & Casualty works with Account Managers, Account Executives, and Producers, in handling all the inside service work associated with the commercial lines book of business including all endorsement activity, routine coverage questions, problem solving, renewals, BOR’s, and issuing certificates. You will manage the day-to-day needs, build relationships, and make an impact by providing an extraordinary level of service, supporting ongoing and long-term client relationships.
Essential Duties and Responsibilities
Responsibilities:
Deliver exceptional service to a high volume of commercial clients, maintaining professionalism under pressure
Respond quickly and effectively to client inquiries, ensuring accurate and timely solutions
Process audits, endorsements, policy changes, and billing requests with precision to support seamless operations
Prepare, review, and process policy documents, endorsements, renewals, and cancellations
Maintain and update policyholder records in EPIC, ensuring data integrity and compliance
Coordinate with insurance carriers for policy ratings and other online communications
Track, manage and issue certificates of insurance
Partner with Account Managers and Producers to drive successful renewals, new business, and superior client experiences
Qualifications | Competencies | Success Factors
Qualifications:
2+ years of experience in Commercial Property & Casualty
An active California State Property & Casualty License
Strong understanding insurance products and coverages.
Bachelor’s degree, preferred
Sound professional and personal judgment
Strong business acumen
Polished interpersonal skills
Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
Requirement to be in office in matching the Director of Property and Casualty schedule.
Competencies:
Proactive and self-motivated; ability to work independently with minimal oversight
Possess a strong teamwork orientation
Demonstrate strong prioritization and multitasking skills
Organized with excellent verbal and communication skills
Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
Ability to easily adopt and work with all software platforms used at Bryson, namely EPIC
Success Factors
Proficient in Microsoft Office and EPIC applications
Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
Ethical business standards and transparency
Promote open communication and high morale
Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, resolution and delivering value.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.