Account Manager/CSR

Brown & Brown, Inc.; Orlando, Northern (FL, KY); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Tuition Reimbursement

Paid Time Off

Employee Discounts

Mental Health Services

Job summary

Bridge Specialty Group in Orlando, FL is seeking an Account Manager to join our growing team. The role focuses on servicing customer accounts, setting up and renewing client records, binding and issuing policies, and following up on documentation to ensure compliance.

You will handle endorsements, cancellations, and non-renewals, review applications, and manage loss control reports while maintaining strict confidentiality and professional telephone communication.

Qualifications

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

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

Skills

MS Office Suite

Telephone etiquette

Confidentiality

Education

High School or equivalent education

Job description

## Account Manager/CSRApply: Orlando, FL, USA: Full time: Posted Today: R26\\_0000003047Built 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 whose 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.*