Commercial Lines Account Coordinator

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

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

401k

Tuition Reimbursement

Paid Time Off

Holiday Pay

Job summary

Brown & Brown, Inc. in Fort Collins, CO seeks a Commercial Lines Account Coordinator to support the service team with technical and administrative tasks. You will handle policy checks, endorsements, invoicing, and certificates of insurance while building strong relationships with clients and carriers.

The role includes assisting in renewals, maintaining compliance, and contributing to a positive, collaborative team culture with ongoing professional development toward licensing.

Qualifications

• 1+ year of work experience in insurance administration or related field.
• Proficient use of Word, Excel, PowerPoint and Publisher.
• College degree in a business-related field preferred.

Responsibilities

• Perform day-to-day administrative tasks including policy checking, processing policies/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 renewal processes with updated information, documentation, and pre-renewal packs.

Skills

Insurance knowledge

MS Office

Policy processing

1+ year work experience

License readiness

Education

College degree in business

Tools

Office equipment operation

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

• 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”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. 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. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.