Account Coordinator (Surety Department)

Posted 22 Days Ago
Be an Early Applicant
Daytona Beach, FL
Entry level
Insurance
The Role
The Account Coordinator will support the Surety team by managing client relations, processing requests, and preparing surety bond documentation.
Summary Generated by Built In

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 team in Daytona Beach, Florida!

The Account Coordinator will be part of the Surety team and will retain and grow business by providing surety bond support in servicing and managing client and prospective client relationships and accounts through collaborating with team members to achieve client satisfaction.

How You Will Contribute: 

  • Answer and process all telephone/email/fax/mail requests for assigned and prospective clients
  • Enter all required data into agency management system to maintain current file data on all assigned clients
  • Maintain client files per agency guidelines; property document all conversations and confirm to insured all actions taken at their request
  • Prepare renewal letters to send to clients as well as renewal submissions for marketing efforts
  • Assist Account Manager with Online Rating
  • Prepare new bonds, renewal bonds, continuation letters, etc. for bond manager’s review
  • Validate bond forms and premiums changed, endorsements, audits and cancellations
  • Maintain follow up (diary) system for correspondence and requests
  • Prepare and enter into system premium billings and invoices on a timely basis
  • Develop and maintain working relationships with underwriters and surety representatives
  • Develop knowledge of various surety markets, products, ratings, etc.
  • Develop and maintain strong technical knowledge of surety bonds, forms, etc.
  • Perform clerical functions including but not limited to submitting and sending faxes, proofreading and photocopying documents
  • Perform other duties as assigned

Licenses and Certifications:

  • Florida License 2-20 or 4-40 or willingness to obtain within 60-90 days of hire

Skills & Experience to Be Successful

  • Ability to juggle multiple tasks, projects, and people
  • Attention to detail
  • Positive attitude, team player
  • Experience with personal computer and related software (MS Office)
  • Strong math skills

Preferred

  • Associate’s or Bachelor’s degree in a business or financial related discipline
  • Experience with commercial lines and/or surety coverages

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”. 

Top Skills

MS Office
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The Company
HQ: Daytona Beach, FL
2,391 Employees
On-site Workplace
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.

Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.

Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.

Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.

With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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