Personal 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.

Brown & Brown is seeking a Personal Lines Account Coordinator to join our growing team in Irvine or Carpinteria, CA

SUMMARY:
Reporting to manager or supervisor, individuals whose primary responsibilities involve performing
administrative clerical functions as liaison or assistant to account managers, department leader, and
other department personnel as needed.

ESSENTIAL DUTIES AND FUNCTIONS:

Excellent time-management skills, organizational skills, ability to prioritize multiple projects with full attention to detail. Maintain the highest level of service for all clients

Assists the account manager on the marketing of renewal business

Handle the issuance of certificates and evidence of coverage so those clients receive the requested forms within a 24-hour period

Process and send Excess and Catastrophe renewal policies

Process endorsements as Brown & Brown procedures dictates

Process cancellation and reinstatement notices accordingly as well as the handling of purging or expired or cancelled policies

Receive all client billing questions. Help and/or route the client to the carrier for handling.

Maintain all files in an organized manner, easily accessible and understandable to Account Manager and all personal lines personnel in accordance with the agency's file set up procedure

Review tasks on a daily basis, work tasks or retask as needed, in accordance with agency procedures

Attach all correspondence, with clients or carriers, in a timely manner

Other duties may be assigned

COMPETENCIES:
Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently
Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things
Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills
Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information
Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality
Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality

Adaptability—the individual adapts to changes in the work environment, manages competing

demands and is able to deal with frequent change, delays or unexpected events
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:
High School Diploma
Proficient with MS Office Suite
Excellent verbal and written skills

PREFERRED:
AA or Bachelor's degree
1 - 3 years' experience in a similar position
Willingness to obtain and maintain a current valid P&C License

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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".