Commercial Lines Account Coordinator

Brown & Brown; Fort Collins (CO); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Health benefits

401k

Employee stock purchase plan

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Job summary

Brown & Brown in Fort Collins, CO is seeking a Commercial Lines Account Coordinator to support the service team by processing policies, endorsements, invoicing, and certificates of insurance while delivering exceptional customer service.

You will build relations with carriers and vendors, assist with renewals, maintain compliance records, and participate in ongoing training to stay current with industry and regulatory changes.

Qualifications

• Knowledge of insurance coverage, contracts, and state regulations.
• Proficient use of MS Word, Excel, PowerPoint, and Publisher.
• 1+ year work experience in a related role.

Responsibilities

• Handle day-to-day administrative tasks including policy checks, processing endorsements, invoicing, claim reporting, and issuing certificates of insurance and auto ID cards.
• Build courteous relationships with team, vendors and carriers to improve client retention.
• Assist in reviewing internal compliance and client disclosure requirements to align with legal and client expectations.
• Assist in renewal processes for assigned clients: gather loss data, obtain updates, document renewals, and prepare packets.

Skills

Insurance knowledge

1+ year work experience

Education

College degree in business field

Tools

MS Word

MS Excel

PowerPoint

Publisher

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.

Brown & Brown is seeking a Commercial Lines Account Coordinator to join our growing team in Fort Collins, CO! The purpose of a Commercial Lines Account Coordinator is to achieve client satisfaction by providing technical support to the service team and other members of the department to drive the delivery of exceptional customer service.

How You Will Contribute:

• Responsible for day-to-day administrative tasks including but not limited to policy checking, processing policies/endorsements, invoicing, claim reporting, issuance of certificates of insurance, and auto ID cards.
• Build courteous and successful relationships with team, vendors and carriers to improve client retention.
• Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations, legal requirements and insurance operations.
• Assist in the renewal process for all assigned clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing pre-renewal packets and binders.
• Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork, support, knowledge sharing, and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Licenses & Certifications:

• Willingness to obtain a Property and Casualty Insurance Producer license.

Skills & Experience to be Successful:

• Working knowledge of insurance coverage, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• 1+ year work experience.

Preferred

• College Degree in a business-related field.

Pay Range

• 25 - 27 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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”.