Account Manager/CSR

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

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

Bridge Specialty Group is seeking an Account Manager to join our growing team in Orlando, FL!

Reporting to the department leader, individual's primary responsibility is to service customer accounts.

How You Will Contribute:

• 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 endorsement, cancellations, reinstatements, and non-renewals.
• Order loss control reports, follow up for compliance of recs.
• Compliance with Quality Control guidelines.

Licenses and Certifications:

• 2-20 License (within 90 days of employment).

Skills & Experience to Be Successful:

• High School or equivalent education.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.

About Us:

Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines.

With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.