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 an Account Coordinator to join our growing team in Carpinteria, CA!
The Account Coordinator works collaboratively with the assigned Account Executive on an assigned book of business to execute the strategy deliverables for clients. The Account Coordinator provides technical backup to the Account Executive to support the production of new business and the retention of current clients
How You Will Contribute:
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Assist in the review of internal compliance and client disclosure requirements, summary plan documents (SPD's) and employee communications to ensure alignment with client expectations and legal requirements.
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Assist in client specific projects as assigned, including but not limited to implementation of a carrier transition, dependent verification audits, billing reconciliation, wellness initiatives, compensation statements and enrollment processing.
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Participate in client meetings, as requested by assigned Account Executive
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Follow agency guidelines, policies and procedures; including professional development and continuing education required for valid licensing.
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Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology.
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Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
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Promote a commitment to achieve or exceed internal and external performance standards.
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Partner with assigned Account Executive to meet administrative timelines.
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Assist in client specific projects as assigned by the Account Executive.
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All other duties and projects as assigned.
Licenses and Certifications:
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Nevada Health and Life license (preferred)
Skills & Experience to Be Successful:
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High school diploma or equivalent required.
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Associate or bachelor's degree (preferred)
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Proficiency in computer software and online systems, including MS Office, Demonstrate a deep understanding of Excel formulas and functions, and PowerPoint.
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Familiarity with agency management systems; prior experience with AMS360 and/or Image Right is a plus.
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Effective communication, service, and interpersonal skills.
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Demonstrated ability to consistently meet deadlines, with a commitment to thorough task completion
#LI-DR1
Pay Range
$21.00 - $28.00 Hourly
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”.
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