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Commercial Lines 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 an 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”. 

Average salary estimate

$50000 / YEARLY (est.)
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$40000K
$60000K

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What You Should Know About Commercial Lines Client Coordinator, Brown & Brown Insurance

At Brown & Brown, we're eager to welcome a **Commercial Lines Client Coordinator** to our dynamic team in Ocala, Florida! If you enjoy supporting clients and ensuring they receive top-notch service, this position is just for you. In this role, you will assist our Account Executives by issuing certificates of insurance, running motor vehicle reports, and monitoring cancellations to keep everyone informed. Your responsibilities will also include filing claims, processing builders risk new starts and endorsements, and preparing loss summaries for marketing submissions. We're looking for a proactive individual with at least two years of insurance experience and a strong command of Microsoft Office applications. If you're a self-starter with a high school diploma or equivalent and hold, or are willing to obtain, a Customer Service Representative or Property and Casualty License within 60 days, we would love to hear from you! Beyond just job duties, our company culture values inclusivity and recognizes the unique strengths each teammate brings to the table. With our robust benefits package, including health coverage, financial perks, and mental wellness programs, you’ll find a place where you can thrive both professionally and personally. Join us at Brown & Brown, where together, we build a foundation for success!

Frequently Asked Questions (FAQs) for Commercial Lines Client Coordinator Role at Brown & Brown Insurance
What are the key responsibilities of a Commercial Lines Client Coordinator at Brown & Brown?

As a Commercial Lines Client Coordinator at Brown & Brown, your key responsibilities will include issuing certificates of insurance, running motor vehicle reports, monitoring policy cancellations, and filing insurance claims. You will support the Account Executives by processing endorsements, gathering information for renewals, and preparing loss summaries for marketing submissions.

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What qualifications do I need to become a Commercial Lines Client Coordinator at Brown & Brown?

To qualify for the position of Commercial Lines Client Coordinator at Brown & Brown, candidates should hold a high school diploma or equivalent. A Customer Service Representative License (4-40) or a Property and Casualty License (2-20) is preferred, or you must be willing to obtain one within 60 days. Additionally, at least two years of insurance experience is beneficial.

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What skills are important for success as a Commercial Lines Client Coordinator at Brown & Brown?

Successful Commercial Lines Client Coordinators at Brown & Brown should have strong organizational skills, attention to detail, and proficiency in Microsoft Office, especially Word and Excel. Experience with AMS360 and ImageRight is preferred but not mandatory. Excellent communication skills are key for providing outstanding customer service to clients.

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What does the training process look like for a new Commercial Lines Client Coordinator at Brown & Brown?

Brown & Brown provides comprehensive training for new Commercial Lines Client Coordinators. You will receive hands-on coaching and support from experienced colleagues, along with resources to help you learn about our systems, processes, and client management techniques, ensuring you're equipped to deliver exceptional service.

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What benefits does Brown & Brown offer to Commercial Lines Client Coordinators?

Brown & Brown goes beyond standard benefits for its Commercial Lines Client Coordinators. Alongside health benefits, you can expect a solid retirement plan, tuition reimbursement, and free mental health services, among other perks. We prioritize the well-being of our teammates to ensure a supportive work environment.

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Common Interview Questions for Commercial Lines Client Coordinator
Can you describe your experience in the insurance industry as a Commercial Lines Client Coordinator?

When discussing your experience, highlight specific roles and responsibilities that relate to the position of Commercial Lines Client Coordinator at Brown & Brown. Emphasize your customer service skills and any experience managing insurance documentation or claims.

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How do you handle multiple priorities and deadlines in your role?

Demonstrate your time management skills by sharing a specific example of how you keep organized. Discuss tools or methods you use to prioritize tasks and ensure critical deadlines are met at Brown & Brown.

Join Rise to see the full answer
What steps would you take to process an insurance claim efficiently?

Explain the steps you take when handling a claim, such as gathering necessary information, communicating effectively with clients, and adhering to company protocols. Share experiences where you successfully managed the claims process.

Join Rise to see the full answer
How do you ensure that the client's needs are met during the renewal process?

Describe how you gather necessary information, communicate with clients to understand their needs, and work closely with the Account Executive. Share how attentiveness and follow-up are crucial in the renewal process at Brown & Brown.

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What strategies do you utilize for maintaining accurate documentation?

Talk about organizational skills and how you use digital tools like AMS360 or ImageRight to ensure all documents are logged and easy to retrieve. Detail the processes you follow to maintain accuracy and integrity in documentation.

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How do you ensure effective communication with your team and clients?

Effective communication is vital. Share how you utilize various communication channels, like emails and meetings, and your approach to being proactive in keeping stakeholders informed about the status of claims or renewals at Brown & Brown.

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Can you provide an example of a challenge you faced in your previous role and how you overcame it?

Use this question to demonstrate problem-solving skills. Share a real-life example related to client service or documentation management and how you successfully resolved it, emphasizing the positive outcome.

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What role does teamwork play in your work as a Commercial Lines Client Coordinator?

Discuss how collaboration with teammates, especially Account Executives, is essential in providing great client service. Provide specific examples of successful projects or instances where teamwork was crucial.

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What do you think is the most important aspect of customer service in insurance?

Reflect on the importance of empathy, transparency, and effective communication in client interactions. Share experiences that affirm your customer service philosophy and how it aligns with Brown & Brown's values.

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Why do you want to work for Brown & Brown as a Commercial Lines Client Coordinator?

Express your admiration for Brown & Brown's culture and commitment to client service. Relate your personal values and career goals to the company's mission and how you believe you can contribute positively to the team.

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Making a positive difference in the lives of our customers by protecting what they value most.

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Full-time, on-site
DATE POSTED
March 31, 2025

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