Customer Service Specialist

Customer Service Specialist

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Braishfield Associates, a division of Hull & Company, LLC, is a member of Bridge Specialty Group who is seeking a Customer Service Specialist to join our growing team in Orlando, FL.

The Customer Service Specialist will review renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or reject applications.

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 endorsements, cancellations, reinstatements and non-renewals
• Order loss control reports, follow up for compliance of recs
• Compliance with quality control guidelines
• Daily review checks not applied, take appropriate action and update tracking spreadsheet
• Review A/R aging report
• Review/process notice of cancellation/rescinding notices
• Responsible for taking phone calls regarding cancellation and accounting inquiries
• Communicate with Braishfield staff, agents, finance companies, etc. regarding A/R questions, billing issues, etc.
• Review direct bill statements and process transactions as necessary
• Other activities, duties and projects as assigned

Licenses and Certifications:

• 2-20 License (within 90 days of employment)
• 1-20 (Surplus Lines) license (within 90 days of employment)

Skills & Experience to Be Successful:

• Associate's degree (preferred)
• High school or equivalent education
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Experience with excess and surplus lines underwriting agency or company a plus. (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".