Client Account Manager – Insurance Renewals & Support

Brown & Brown; Orlando (FL); Vor Ort; USD 42.000 - 66.000; Vollzeit

Benefits dieser Stelle

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

MS Office Suite

Telephone etiquette

Confidentiality

2-20 Insurance License

Ausbildung

High School or equivalent

Associate's degree (preferred)

Jobbeschreibung

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.