Customer Service Specialist (Commercial Lines)

Bridge Specialty Group; Orlando (FL); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, Vision

Financial Benefits: 401k, Tuition Reimbursement

Mental Health: Free Advocacy Services

Paid Time Off and Holidays

Job summary

A leading specialty insurance provider in Orlando, FL is seeking a Customer Service Specialist to service customer accounts. The role involves setting up client records, reviewing applications, and binding policies, among other responsibilities. Candidates should have a high school education and be proficient in MS Office Suite, with strong communication skills and a commitment to excellent service. The company offers comprehensive health benefits and opportunities for personal development.

Qualifications

• Must obtain 2-20 license within 90 days of employment.
• Experience in working in a paperless environment – strong PC skills required.

Responsibilities

• Set up New and Renewal client records.
• Review applications.
• Bind New and Renewal policies.
• Issue policies as necessary.
• Follow up for missing file documentation.
• Compliance with Quality Control guidelines.

Skills

Proficient with MS Office Suite

Exceptional telephone demeanor

Detail-oriented

Ability to maintain a high level of confidentiality

Multi-tasking ability

Commitment to excellent customer service

Team Player with a Positive Attitude

Education

High School or equivalent education

Job description

Customer Service Specialist

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC is seeking a Customer Service Specialist to join our team in Orlando, FL. The primary responsibility of this role is to service customer accounts.

How You Will Contribute

• Set up New and Renewal client records
• Review applications
• Bind New and Renewal policies
• Issue policies as necessary
• Follow up for missing file documentation (loss runs, applications, etc.)
• Issue, Invoice and Process endorsements, cancellations, reinstatements and non-renewals; or other policy servicing tasks
• Order loss control reports, follow up for compliance of recs
• Compliance with Quality Control guidelines
• Other activities, duties, projects or tasks as assigned

Licenses And Certifications

• 2-20 license (within 90 days of employment)

Skills & Experience To Be Successful

• High School or equivalent education
• Proficient with MS Office Suite
• Experience in working in a paperless environment – strong PC skills required
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Must be detail oriented and possess the ability to multi-task
• Commitment to excellent customer service
• Ability to effectively work well with others
• Be a Team Player with a Positive Attitude

About Us

Since 1984, Braishfield has provided a wide variety of commercial and personal products from the top specialty carriers in our business. Thanks to our successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.

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.

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”.