Client Account Manager - Insurance Solutions, Orlando

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

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