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Account Coordinator - Personal Lines

Brown & Brown Insurance
United Statesfull_timeVerifiedPosted 12 Nov 2024
💰 $48,000/yr

About the role

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 Tacoma, Washington.

 

This position supports insurance operations by preparing checklists, obtaining quotes, processing binders, and handling policy changes. Additional tasks include managing the department inbox, preparing renewal summaries, and ensuring timely delivery of policies. Work is done in a team setting, with the possibility of additional duties or projects.

 

How You Will Contribute 

  • Attend training sessions/courses to develop and purse insurance related designations

  • Print Insurance Coverage Review checklist for new accounts

  • Prepare Insurance carrier quotes at the direction of producers

  • Process insurance binders

  • Maintain department email inbox

  • Prepare Private Client renewal Summaries as needed

  • Assemble new business proposals

  • Address policy change requests by processing endorsements

  • Check policies ensure each policy is delivered to the customer within 30 days of receipt

  • Duties are done in a team environment

  • Other duties or special projects may be assigned 

 

Skills & Experience to Be Successful: 

  • Bachelor’s Degree (BA/BS) or equivalent with six (6) months of office experience or high school graduate with a minimum of one (1) year experience in an office environment, other combination of work and/or education will be considered

  • Basic understanding of insurance and business terminology is preferred

  • Willingness and desire to increase knowledge of the personal insurance field while pursuing an industry designation

  • Fluent with Microsoft Windows, Word, and Excel

  • AMS360 experience or skills to learn software program at an accelerated ability

  • Exceptional telephone demeanor

  • Must have excellent customer service and interpersonal skills

  • Maintain a high level of confidentiality

Pay Range

$22 - $24 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  

We are an Equal Opportunity Employer. Brown & Brown is 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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Company

Brown & Brown Insurance

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