Account Coordinator

Brown & Brown; Fort Collins (CO); On-site; USD 42,000 - 52,000; Full time

Job summary

Brown & Brown in Fort Collins, CO is seeking an Account Coordinator to join our growing team. You will handle day-to-day administrative tasks including policy checks, endorsements, invoicing, and the issuance of certificates of insurance.

You will build strong relationships with team, vendors and carriers to improve client retention and assist in renewal processes while maintaining compliance and accurate records.

Qualifications

• High School Diploma or GED required or equivalent.
• College degree preferred but not required.
• Proficient in MS Excel and Word.

Responsibilities

• Handle day-to-day administrative tasks such as policy checking and endorsements.
• Process invoicing, claim reporting, and issuance of certificates of insurance.
• Create and distribute auto ID cards and related documents.
• Build courteous relationships with team, vendors and carriers.
• Assist renewal processes and prepare pre-renewal packets.
• Enter renewal, sales and compliance documents into the agency system.
• Follow agency guidelines and promote teamwork and a positive attitude.
• Participate in training to stay current on industry information and licensing requirements.
• All other duties as assigned.

Skills

Customer Service

Office Administration

MS Excel

MS Word

Education

High School Diploma or GED

College Degree (preferred)

Tools

MS Excel

MS Word

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Account Coordinator to join our growing team in Fort Collins, CO!

Essential Duties and Responsibilities:

• Responsible for day-to-day administrative tasks including but not limited to policy checking, processing policies/endorsements, invoicing, claim reporting, issuance of certificates of insurance, and auto ID cards.
• Build courteous and successful relationships with team, vendors and carriers to improve client retention.
• Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations, legal requirements and insurance operations.
• Assist in the renewal process for all assigned clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing pre-renewal packets and binders.
• Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed.
• Follow agency guidelines, policies and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• 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.
• All other duties as assigned.

Qualifications

• High School Degree or GED.
• College Degree (preferred)
• Proficient in MS Excel and Word.
• 1-2 years Customer Service & Office Admin (preferred)