Assistant Account Manager

Brown & Brown Insurance•Merrimack, NH

19d•$23 - $24•Onsite

About The Position

Brown & Brown is seeking a Commercial Lines Assistant Account Manager to join their growing team in Dedham, MA. This role provides high-quality customer service while assisting in the coordination of services between the client and the insurance company. The Assistant Account Manager provides clerical support to the team, working in conjunction with Account Managers, Account Executives and Producers to provide exceptional customer service.

Requirements

High school diploma
Proficient with MS Office Suite. Microsoft Excel – Strong to expert level skills
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality

Nice To Haves

Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
Bachelor’s Degree

Responsibilities

Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Ensures policies follow coverages as quoted, proposed and bound.
Collect client specification data.
Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.
Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc.
Complete premium finance agreement requests and creates premium allocations as needed.
Requests and summarizes loss runs, may process claims and provide client advocacy.
Attend Continuing Education classes.
Monitor & review daily electronic downloads as applicable.
For policies not downloaded, pull policy documents from carrier website for new business, cancellations, non-pay & reinstatement notices.
Policy checking for new business, re-writes & endorsements.
Process cancellations, non-pay notices & reinstatements as applicable. Task follow-up to include, checking endorsements, non-pay notices, & cancellations.
Letters for new business, cancellations & lost accounts as applicable.
Enter policy info into system for policies that do not download.
Keep current with email & tasks.
Follow Agency guidelines, policies and procedures.
Pursues a course of personal, professional development.