Account Coordinator

Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.

Position Purpose & Focus

The Customer Service Representative- Property & Casualty works with Account Managers, Account Executives, and Producers, in handling all the inside service work associated with the commercial lines book of business including all endorsement activity, routine coverage questions, problem solving, renewals, BOR’s, and issuing certificates. You will manage the day-to-day needs, build relationships, and make an impact by providing an extraordinary level of service, supporting ongoing and long-term client relationships.

Essential Duties and Responsibilities

Responsibilities:

• Deliver exceptional service to a high volume of commercial clients, maintaining professionalism under pressure
• Respond quickly and effectively to client inquiries, ensuring accurate and timely solutions
• Process audits, endorsements, policy changes, and billing requests with precision to support seamless operations
• Prepare, review, and process policy documents, endorsements, renewals, and cancellations
• Maintain and update policyholder records in EPIC, ensuring data integrity and compliance
• Coordinate with insurance carriers for policy ratings and other online communications
• Track, manage and issue certificates of insurance
• Partner with Account Managers and Producers to drive successful renewals, new business, and superior client experiences

Qualifications | Competencies | Success Factors

Qualifications:

• 2+ years of experience in Commercial Property & Casualty
• An active California State Property & Casualty License
• Strong understanding insurance products and coverages.
• Bachelor’s degree, preferred
• Sound professional and personal judgment
• Strong business acumen
• Polished interpersonal skills
• Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
• Requirement to be in office in matching the Director of Property and Casualty schedule.

Competencies:

• Proactive and self-motivated; ability to work independently with minimal oversight
• Possess a strong teamwork orientation
• Demonstrate strong prioritization and multitasking skills
• Organized with excellent verbal and communication skills
• Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
• Ability to easily adopt and work with all software platforms used at Bryson, namely EPIC

Success Factors

• Proficient in Microsoft Office and EPIC applications
• Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
• Ethical business standards and transparency
• Promote open communication and high morale
• Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, resolution and delivering value.