Client Account Manager/CSR
- Location
- Orlando, FL
- Listed
- 11 days ago
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.
Hull & Company is seeking a C lient Account Manager/CSR to join our team in Orlando, FL
Reporting to the department leader, individual whose primary responsibility is to service customer accounts.
How You Will Contribute
- Set up New and Renewal client records
- Bind New and Renewal policies
- Issue policies as necessary
- Follow up for missing file documentation (loss runs, applications, etc.)
- Review applications
- Issue, Invoice and Process endorsement, cancellations, reinstatements and non-renewals
- Order loss control reports, follow up for compliance of recs
- Compliance with Quality Control guidelines.
- Other activities, duties and projects as assigned
Skills & Experience to be Successful
Required
- High School or equivalent education
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- 2-20 License (within 90 days of employment)
Preferred
- Associate's degree
- Experience with excess and surplus lines underwriting agency or company a plus
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.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
Equal opportunity and legal notices
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".
From BB Insurance's careers page, first listed on Rolev.ai on October 29, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Client Account Manager/CSR job at BB Insurance located?
This Client Account Manager/CSR position at BB Insurance is located in Orlando, FL. Always check BB Insurance's application page for specific state eligibility or relocation policies.
How do I apply for the Client Account Manager/CSR position at BB Insurance?
This listing links directly to BB Insurance's Workday application page. You can apply directly on BB Insurance's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.