Commercial Lines Account Coordinator

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

Summary:

The Commercial Lines Account Coordinator provides administrative and service support for Commercial Lines accounts by coordinating complex policy servicing activities, supporting renewal and marketing efforts, and ensuring the accuracy of policy transactions and documentation. This role serves as a technical resource for the Commercial Lines team, and supports the delivery of exceptional client service.

Essential Duties and Functions:

·       Provide administrative and service support to Commercial Lines Account Managers and Producers in the day-to-day servicing of client accounts.

·       Maintain accurate client and policy information within agency management systems, document management systems, and carrier platforms, ensuring all records are current and complete.

·       Process policy transactions including endorsements, cancellations, reinstatements, audits, policy changes, and other servicing requests in accordance with agency and carrier procedures.

·       Issue and process insurance documentation including certificates of insurance, evidence of property forms, automobile identification cards, binders, and other policy-related documents.

·       Review policies, endorsements, audits, invoices, and carrier-issued documents for accuracy, completeness, and consistency with coverage requests and policy terms.

·       Support renewal and marketing activities by gathering client information, updating applications, preparing underwriting documentation, obtaining required reports, and assisting with renewal submissions and proposals.

·       Compile and maintain underwriting and account-related data, including loss runs, motor vehicle reports, claims information, insurance summaries, and other supporting documentation.

·       Communicate with clients, carriers, and internal team members to obtain information, respond to service requests, provide status updates, and facilitate timely resolution of account-related matters.

·       Assist with claims administration activities by processing claim notices, gathering documentation, monitoring claim status, and maintaining claim records as directed.

·       Process and distribute policy documents and renewal materials to clients, ensuring timely delivery and appropriate follow-up on outstanding items.

·       Monitor and follow up on carrier and client requests, pending transactions, direct bill renewals, audits, discrepancies, and outstanding documentation to ensure timely completion.

·       Develop and maintain working knowledge of commercial insurance coverages, carrier systems, underwriting guidelines, and agency procedures to effectively support account servicing activities.

·       Support client retention efforts by delivering responsive customer service, maintaining positive professional relationships, and assisting in meeting client service expectations.

·       Perform general office and administrative functions including document preparation, data entry, filing, mail processing, reporting, and providing operational support as needed.

Competencies:

·       Communicates Effectively – Delivers communications that convey a clear understanding of the unique needs of different audiences.

·       Instills Trust– Gains the confidence & trust of others through honesty, integrity & authenticity.

·       Customer Focused – Builds strong relationships and delivers customer centric solutions.

·       Resilience- Steps up to tackle tough assignments.

·       Drives Results – Consistently achieve results through meeting timeframes.

·       Drives Engagement – Helps create a positive and engaging work environment.

·       Cultivates Innovation – Creates new and better ways for internal processes.

·       Attracts & Develops Talent – Refer top talent and set a positive example for potential new hires.

·       Decision Quality – Make good and timely decisions that drive efficient workflows.

·       Mentorship – Support the growth and development of others through teamwork and knowledge sharing.

·       Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

·       Highschool Diploma or GED

·       Proficient with MS Office Suite

·       Exceptional telephone demeanor

·       Ability to maintain a high level of confidentiality

·       Florida 4 40 Lic with 30 days of Hire

·       Eligible for Florida 2 -20 License within 1 year of hire

Preferred

·       2-20 Licensed

·       Associate’s or bachelor’s degree in a business or financial related discipline

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.