Insurance Account Specialist - Orange, CA

Brown & Brown, Inc  |  Orange, CA  |  Administration / Clerical, Claims, Sales
 
 

Company: Brown & Brown Program Insurance Services, Inc.

CalSurance Associates is a leading E&O insurance broker for Life & Health and Property & Casualty Insurance professionals. We provide insurance brokerage and program administration services to some of the largest insurance firms in the United States. As the originator of large group E&O programs for insurance agents, we have over fifty years of experience delivering customized insurance solutions to insurance agents, agencies, and organizations. 

 

The Account Specialist provides support to the Senior Account Specialist, Account Executive and Management in servicing Accounts.

 

Responsibilities:

  • Invoicing of direct enrollment accounts.
  • Preparing Reports, spreadsheets and conducting analysis on large accounts.
  • Insurance claim coverage verifications.
  • Monthly premium reporting to the insurance carriers.
  • Work with accounting on resolution of certain account payment issues.
  • Surplus lines filings and paperwork.
  • Set up of client binders.
  • Formats standard enrollment material.
  • Premium finance agreements.
  • Special projects as assigned by Operations Supervisor, Account Executives, Vice President, Marketing & Operations.
  • Process endorsements generated by premium reporting.
  • Monthly enrollment summaries to clients.
  • Distribute copy of policy to Lancer and Client Services.
  • Special Insurance Certificate handling and coordination.
  • Help coordinate Team CSR Account activities as required.
  • Help Coordinate IT projects for Operations Supervisor, Account Administrators and Managers.

 



Required Competencies:

  • Must have a valid California P&C Insurance License.
  • 1 – 5 years’ experience in a similar position.
  • Highly organized and flexible self-starter comfortable working in a small team.
  • Ability to coordinate resources to resolve client and carrier (market) service issues.
  • Ability to review and explain insurance policy terms and conditions to clients and team members.
  • Experience with Agency Management Systems (i.e. Accounting, Policy and Binder set-up)
  • Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook.
  • Ability to maintain a high level of confidentiality.
  • High School diploma/GED.

 

Preferred:

  • College degree.

 

 

We are an Equal Opportunity Employer. 
We take pride in the diversity of our team and seek diversity in our applicants.

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