Client Coordinator

Bridge Specialty Group • Maitland, FL

5d

About The Position

Brown & Brown is seeking a Client Coordinator to join its team in Maitland, Florida. The role supports the team in servicing new and existing accounts, working under the direction of a Client Account Manager (CAM). Responsibilities include handling insurance certificates and evidence of property insurance, monitoring cancellations, filing claims, processing endorsements and audits, and assisting with renewal activities. The position also requires obtaining either a 4-40 Customer Service Representative License or a 2-20 Property and Casualty License within 60 days.

Brown & Brown describes a teammate benefits package that includes health, financial, mental health and wellness, and other benefits. Eligibility criteria and offerings may vary.

Requirements

• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Organizational and prioritizing skills.
• Professional demeanor and positive attitude.
• Proficiency with technology, computers, Microsoft Suite, and related software.
• Strong ability to multitask and manage multiple projects and communities.
• Obtain a 4-40 Customer Service Representative License or 2-20 Property and Casualty License within 60 days.

Nice To Haves

• 1–3 years of insurance experience.
• Working knowledge of AMS360 and ImageRight.

Responsibilities

• Issue certificates of insurance and evidence of property insurance as required under the direction of the Client Account Manager.
• Run Motor Vehicle Reports as required under the direction of the Client Account Manager.
• Monitor cancellations and keep the Client Account Manager apprised of status.
• File claims with carriers.
• Process builders’ risk new starts and monthly reports.
• Process endorsements, including change requests, suspense, invoicing, and mailing.
• Send out and track FCCAPP applications for renewals when needed.
• Process audits, including invoicing and mailing them to the insured, at the direction of the Client Account Manager.
• Assist with renewals by ordering loss runs, monitoring receipt, preparing loss summaries for marketing submissions, and providing loss updates to the Client Account Manager and agent as requested.
• Assist with renewals by gathering information and updating applications.
• Process bond renewals, including invoicing and mailing when required.

Benefits

• Medical/Rx, dental, vision, life, and disability insurance.
• Employee stock purchase plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

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