Client Account Manager/CSR

Brown & Brown; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Job summary

Hull & Company in Orlando, Florida is hiring a Client Account Manager/CSR to service customer accounts and support policy issuance in a fast-paced insurance office.

The role reports to the department lead and emphasizes accuracy, confidentiality, and professional client interaction. Candidates should have a High School diploma, MS Office proficiency, and a valid 2-20 license within 90 days of hire.

Qualifications

• High school diploma or equivalent is required.
• Proficiency with MS Office Suite is essential.
• Excellent telephone etiquette and professional communication.
• Ability to maintain a high level of confidentiality.
• 2-20 Insurance License required within 90 days of employment.

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 and process endorsements, cancellations, reinstatements, and non-renewals.
• Order loss control reports and ensure compliance with recommendations.
• Adhere to Quality Control guidelines and perform other duties as assigned.

Skills

MS Office Suite

Telephone etiquette

Confidentiality

2-20 Insurance License

Education

High School or equivalent

Associate's degree (preferred)

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.

Hull & Company is seeking a C lient Account Manager/CSR to join our 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.
• Other activities, duties and projects as assigned

Skills & Experience to be Successful:

Required

• High School or equivalent education
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 2-20 License (within 90 days of employment)

Preferred

• Associate's degree
• Experience with excess and surplus lines underwriting agency or company a plus

Teammate Benefits & Total Well-Being

• 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".