Client Account Manager/CSR

Brown & Brown; Orlando (FL); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Dental

Vision

Life insurance

Disability insurance

401k

Tuition reimbursement

Paid time off

Job summary

Hull & Company in Orlando, FL is seeking a Client Account Manager/CSR to service customer accounts and support policy administration. The role involves setting up new and renewal client records, binding policies, issuing policies as needed, and following up on missing documentation to ensure compliance.

Required skills include strong MS Office proficiency, excellent phone demeanor, and a commitment to confidentiality, plus the 2-20 license within 90 days.

Qualifications

• 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)

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

High School

MS Office

Phone demeanor

Confidentiality

2-20 License

Education

Associate degree

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

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.

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”.