Insurance Client Success Coordinator

Brown & Brown; Florida; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

401k plan

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Job summary

Brown & Brown in Maitland, FL is seeking a Client Coordinator to support our growing team and service new and existing accounts. This role coordinates insurance-related tasks, prepares certificates, runs motor vehicle reports, and tracks renewals under guidance from the Client Account Manager.

You will file claims, process endorsements and audits, gather information for marketing submissions, and assist with loss run requests.

Qualifications

• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Organizational and prioritizing skills.
• Professional demeanor, positive attitude.
• Proficient with technology, computers, Microsoft Suite, and related software.
• Strong ability to multi-task/manage multiple projects and communities.
• 1-3 years insurance experience (preferred).
• Working knowledge of AMS360 and ImageRight (preferred).

Responsibilities

• Issue certificates of insurance and evidence of property insurance as required under direction of CAM.
• Run Motor Vehicle Reports as required under direction of CAM.
• Monitor cancellations and keep CAM appraised of status.
• File claims with carriers.
• Process builders' risk new starts and monthly reports.
• Process endorsements, to include but not limited to; change requests, suspense, invoicing, and mailing.
• Send out and keep track of FCCAPP applications for Renewals if needed.
• Process audits including invoicing and mailing to the insured at direction of CAM.
• Assist in renewal process by ordering loss runs and monitoring receipt, preparing Loss Summary for marketing submissions; provide Loss Updates to CAM and to Agent as requested.
• Assist in renewal process by gathering information and updating applications, processing bond renewals including invoicing and mailing if required.

Skills

Communication skills

Organizational skills

MS Office

Multi-tasking

Insurance experience

AMS360

ImageRight

Education

High school diploma or equivalent

4-40 CSR or 2-20 P&C license within 60 days

Tools

AMS360

ImageRight

Job description

Brown & Brown in Maitland, FL is seeking a Client Coordinator to support our growing team and service new and existing accounts. This role coordinates insurance-related tasks, prepares certificates, runs motor vehicle reports, and tracks renewals under guidance from the Client Account Manager.

You will file claims, process endorsements and audits, gather information for marketing submissions, and assist with loss run requests.