Client Account Manager/CSR
Brown & Brown Insurance•Orlando, FL
About The Position
Hull & Company is seeking a Client Account Manager/CSR to join its team in Orlando, Florida. Reporting to the department leader, this role is primarily responsible for servicing customer accounts. The position includes setting up and maintaining client records and policies, coordinating documentation and loss control requirements, and ensuring compliance with quality control guidelines. Other activities, duties, and projects may be assigned.
Requirements
- High school diploma or equivalent education.
- Proficiency with the MS Office Suite.
- Exceptional telephone demeanor.
- Ability to maintain a high level of confidentiality.
- Obtain a 2-20 License within 90 days of employment.
Nice To Haves
- Associate's degree.
- Experience with an excess and surplus lines underwriting agency or company.
Responsibilities
- Set up new and renewal client records.
- Bind new and renewal policies.
- Issue policies as necessary.
- Follow up to obtain missing file documentation, such as loss runs and applications.
- Review applications.
- Issue, invoice, and process endorsements, cancellations, reinstatements, and non-renewals.
- Order loss control reports and follow up on compliance with recommendations.
- Comply with Quality Control guidelines.
- Perform other activities, duties, and projects as assigned.
Benefits
- Medical and prescription drug benefits
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Employee stock purchase plan (ESPP)
- 401(k)
- Student loan assistance
- Tuition reimbursement
- Free mental health and enhanced advocacy services
- Paid time off
- Holidays
- Preferred partner discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
