Personal Lines Account Coordinator

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