Account Manager, Client Policy & Renewals

Brown & Brown; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Bridge Specialty Group in Orlando, FL seeks an Account Manager to service customer accounts under the department leader. The role focuses on accuracy, confidentiality, and professional communication.

Responsibilities include setting up client records, binding and issuing policies, processing endorsements and renewals, reviewing applications, and ensuring compliance with quality controls and loss control follow-ups.

Qualifications

• High School diploma or equivalent required.
• Proficient with MS Office Suite.
• Demonstrates confidentiality and professional communication.

Responsibilities

• Set up New and Renewal client records.
• Bind New and Renewal policies.
• Issue policies as necessary.
• Follow up for missing file documentation (loss runs, applications, etc.).
• Review applications.
• Issue, invoice and process endorsements, cancellations, reinstatements, and non-renewals.
• Order loss control reports and follow up for compliance of recommendations.
• Adhere to Quality Control guidelines.

Skills

Exceptional telephone demeanor

Confidentiality

Education

High School or equivalent education

Tools

MS Office Suite

Job description

Bridge Specialty Group in Orlando, FL seeks an Account Manager to service customer accounts under the department leader. The role focuses on accuracy, confidentiality, and professional communication.

Responsibilities include setting up client records, binding and issuing policies, processing endorsements and renewals, reviewing applications, and ensuring compliance with quality controls and loss control follow-ups.