Insurance Account Manager – Client Service & Renewals

Bridge Specialty Group; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Benefits

Financial Benefits

Mental Health & Wellness

Beyond Benefits

Job summary

Bridge Specialty Group in Orlando, FL is seeking an Account Manager to support and service customer accounts. The role involves setting up client records, binding and issuing policies, and handling renewals and amendments to ensure accurate coverage and compliance.

You will review applications, manage endorsements and cancellations, and coordinate loss control reports while adhering to quality controls and confidentiality standards.

Qualifications

• High School or equivalent education.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Set up New and Renewal client records.
• Bind New and Renewal policies.
• Issue policies as necessary.
• Follow up for missing file documentation (loss runs, applications, etc.).
• Review applications.
• Issue, Invoice and Process endorsement, cancellations, reinstatements, and non-renewals.
• Order loss control reports, follow up for compliance of recs.
• Compliance with Quality Control guidelines.

Skills

Exceptional telephone demeanor

Confidentiality

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

Bridge Specialty Group in Orlando, FL is seeking an Account Manager to support and service customer accounts. The role involves setting up client records, binding and issuing policies, and handling renewals and amendments to ensure accurate coverage and compliance.

You will review applications, manage endorsements and cancellations, and coordinate loss control reports while adhering to quality controls and confidentiality standards.