Commercial Lines Client Coordinator Job at Brown & Brown, Ocala, FL

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  • Brown & Brown
  • Ocala, FL

Job Description

Client Coordinator

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Client Coordinator to join our growing team in Leesburg or Ocala, FL!

How You Will Contribute:

  • Issue certificates of insurance and evidences of property insurance as required under direction of AE.
  • Run Motor Vehicle Reports as required under direction of AE.
  • Monitor cancellations and keep Account Executive appraised of status.
  • File claims with carriers.
  • Process builders risk new starts and monthly reports.
  • Process endorsements, to include change requests, suspense, invoicing and mailing.
  • Process audits including invoicing and mailing to insured at direction of AE.
  • Assist in renewal process by ordering loss runs and monitoring receipt.
  • Assist in preparing Loss Summary for marketing submissions; provide Loss Updates to AE and to Agent if requested.
  • Assist in renewal process by gathering information and updating applications.
  • Assist on processing bond renewals including invoicing and mailing if required.
  • Assist on completing policy checks and confirming that all items are saved in ImageRight.
  • Prepare 3 ring binders for renewal policies as appropriate unless email is acceptable.

Skills & Experience to Be Successful

  • High school diploma or equivalent
  • 4-40 Customer Service Representative License or 2-20 Property and Casualty License (or willingness to obtain within 60 days)
  • 2+ years insurance experience preferred
  • Experience with personal computers and related software (Microsoft Word, Excel)
  • Working knowledge of AMS360 and ImageRight preferred

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

Brown & Brown

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