Client Account Manager - Commercial Lines

Brown & Brown InsuranceOrlando, FL
28d

About The Position

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, a company of Bridge Specialty Group, is seeking a Client Account Manager to join our team in Orlando, FL! The primary responsibility of this role is to service customer accounts.

Requirements

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

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 (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

Benefits

  • 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.
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