Client Account Manager/CSR

001 Brown & Brown, Inc; 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

Brown & Brown, Inc. in Orlando, FL seeks a Client Account Manager/CSR to service customer accounts and support policy administration. The role reports to the department leader and requires strong confidentiality and MS Office proficiency.

Key duties include processing new and renewal records, binding policies, invoicing endorsements, and ensuring documentation completeness. A 2-20 license within 90 days is required, with a possible preference for an Associate's degree and industry exposure to

Qualifications

• High School diploma or equivalent.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 2-20 License (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
• 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

Exceptional telephone demeanor

Confidentiality

Education

High School diploma or equivalent

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. Hull & Company is seeking a Client 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

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.

Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.