Client Account Manager/CSR

Bridge Specialty Group • Orlando, FL

13d

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 handles new and renewal client records and policies, policy documentation, endorsements, cancellations, reinstatements, non-renewals, and related account service work. It also supports loss-control compliance and adherence to quality-control guidelines.

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 for 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 to ensure compliance with recommendations.
• Comply with quality-control guidelines.
• Perform other activities, duties, and projects as assigned.

Benefits

• Medical and prescription drug coverage.
• 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.
• Paid holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED