Commercial Lines Account Coordinator

Brown & Brown, Inc.; Lakeland (FL); Presencial; USD 42.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Benefits: Medical/Rx, Dental, V

Dental, Vision, Life Insurance,Disabil

401k; Employee Benefits

Paid Time Off & Holidays

Descripción de la vacante

Brown & Brown, Inc. in Lakeland, FL seeks a Commercial Lines Account Coordinator to provide administrative and service support for Commercial Lines accounts, coordinating policy servicing, renewals, and documentation.

You will act as a technical resource for the team and help deliver exceptional client service. The role requires licensing (Florida 4-40, 2-20 eligibility) and strong MS Office skills, with a focus on accuracy and confidentiality.

Formación

• Highschool Diploma or GED is required.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor is a must for client interactions.
• Ability to maintain a high level of confidentiality.
• Florida 4-40 License within 30 days of hire is required.
• Eligible for Florida 2-20 License within 1 year of hire.
• Preferred: 2-20 Licensed; Associate’s or bachelor’s degree in a business or financial related discipline.

Responsabilidades

• Provide administrative and service support to Commercial Lines Account Managers and Producers in the day-to-day servicing of client accounts.
• Maintain accurate client and policy information within agency management systems, document management systems, and carrier platforms, ensuring records are current and complete.
• Process policy transactions including endorsements, cancellations, reinstatements, audits, policy changes, and other servicing requests.
• Issue and process insurance documentation including certificates of insurance, evidence of property forms, automobile identification cards, binders, and other policy-related documents.
• Review policies, endorsements, audits, invoices, and carrier-issued documents for accuracy and consistency with coverage requests.
• Support renewal and marketing activities by gathering client information, updating applications, preparing underwriting documentation, obtaining required reports, and assisting with renewal submissions and proposals.
• Compile and maintain underwriting and account-related data, including loss runs, motor vehicle reports, claims information, insurance summaries, and other supporting documentation.
• Communicate with clients, carriers, and internal team members to obtain information, respond to service requests, provide status updates, and facilitate timely resolution of account-related matters.
• Assist with claims administration activities by processing claim notices, gathering documentation, monitoring claim status, and maintaining claim records as directed.
• Process and distribute policy documents and renewal materials to clients, ensuring timely delivery and appropriate follow-up on outstanding items.
• Monitor and follow up on carrier and client requests, pending transactions, direct bill renewals, audits, discrepancies, and outstanding documentation to ensure timely completion.
• Develop and maintain working knowledge of commercial insurance coverages, carrier systems, underwriting guidelines, and agency procedures to effectively support account servicing activities.
• Support client retention efforts by delivering responsive customer service, maintaining positive professional relationships, and assisting in meeting client service expectations.
• Perform general office and administrative functions including document preparation, data entry, filing, mail processing, reporting, and providing operational support as needed.

Conocimientos

Exceptional telephone demeanor

Confidentiality

Educación

Highschool Diploma or GED

Florida 4-40 Lic with 30 days of Hire

Eligible for Florida 2-20 License within 1 year of hire

Associate’s or bachelor’s degree in a business or financial related discipline

Herramientas

MS Office Suite

Descripción del empleo

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary: The Commercial Lines Account Coordinator provides administrative and service support for Commercial Lines accounts by coordinating complex policy servicing activities, supporting renewal and marketing efforts, and ensuring the accuracy of policy transactions and documentation. This role serves as a technical resource for the Commercial Lines team, and supports the delivery of exceptional client service.

Essential Duties and Functions

• Provide administrative and service support to Commercial Lines Account Managers and Producers in the day-to-day servicing of client accounts.
• Maintain accurate client and policy information within agency management systems, document management systems, and carrier platforms, ensuring all records are current and complete.
• Process policy transactions including endorsements, cancellations, reinstatements, audits, policy changes, and other servicing requests in accordance with agency and carrier procedures.
• Issue and process insurance documentation including certificates of insurance, evidence of property forms, automobile identification cards, binders, and other policy-related documents.
• Review policies, endorsements, audits, invoices, and carrier-issued documents for accuracy, completeness, and consistency with coverage requests and policy terms.
• Support renewal and marketing activities by gathering client information, updating applications, preparing underwriting documentation, obtaining required reports, and assisting with renewal submissions and proposals.
• Compile and maintain underwriting and account-related data, including loss runs, motor vehicle reports, claims information, insurance summaries, and other supporting documentation.
• Communicate with clients, carriers, and internal team members to obtain information, respond to service requests, provide status updates, and facilitate timely resolution of account-related matters.
• Assist with claims administration activities by processing claim notices, gathering documentation, monitoring claim status, and maintaining claim records as directed.
• Process and distribute policy documents and renewal materials to clients, ensuring timely delivery and appropriate follow-up on outstanding items.
• Monitor and follow up on carrier and client requests, pending transactions, direct bill renewals, audits, discrepancies, and outstanding documentation to ensure timely completion.
• Develop and maintain working knowledge of commercial insurance coverages, carrier systems, underwriting guidelines, and agency procedures to effectively support account servicing activities.
• Support client retention efforts by delivering responsive customer service, maintaining positive professional relationships, and assisting in meeting client service expectations.
• Perform general office and administrative functions including document preparation, data entry, filing, mail processing, reporting, and providing operational support as needed.

Competencies

• Communicates Effectively – Delivers communications that convey a clear understanding of the unique needs of different audiences.
• Instills Trust– Gains the confidence & trust of others through honesty, integrity & authenticity.
• Customer Focused – Builds strong relationships and delivers customer centric solutions.
• Resilience- Steps up to tackle tough assignments.
• Drives Results – Consistently achieve results through meeting timeframes.
• Drives Engagement – Helps create a positive and engaging work environment.
• Cultivates Innovation – Creates new and better ways for internal processes.
• Attracts & Develops Talent – Refer top talent and set a positive example for potential new hires.
• Decision Quality – Make good and timely decisions that drive efficient workflows.
• Mentorship – Support the growth and development of others through teamwork and knowledge sharing.
• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• Highschool Diploma or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Florida 4 40 Lic with 30 days of Hire
• Eligible for Florida 2 -20 License within 1 year of hire

Preferred

• 2-20 Licensed
• Associate’s or bachelor’s degree in a business or financial related discipline

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.

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.

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.