Commercial Lines Support Specialist

Brown & Brown, Inc.; Lakeland (FL); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Health Benefits: Medical/Rx, Dental, V

Dental, Vision, Life Insurance,Disabil

401k; Employee Benefits

Paid Time Off & Holidays

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Exceptional telephone demeanor

Confidentiality

Formation

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

Outils

MS Office Suite

Description du poste

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.