Assistant Account Manager

Bridge Specialty Group•Alpharetta, GA

4d•Onsite

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Assistant Account Manager to join our growing team in Alpharetta, GA! The Assistant Account Manager will be responsible for managing a book of assigned accounts, providing exceptional client service, processing policy changes and renewals, and supporting daily insurance operations to ensure timely and accurate account management. This role also assists with certificates of insurance, loss runs, invoicing, policy delivery, and cross-selling opportunities while maintaining compliance with company standards and industry regulations.

Requirements

Active P&C license, or obtain within 90 days, required
1+ years’ experience in Property & Casualty insurance, required
Proficiency in Microsoft Office 365, required
Exceptional customer service and interpersonal skills, required

Nice To Haves

Bachelor’s Degree, preferred
Experience with AMS360 or ImageRight or insurer websites, a plus

Responsibilities

Manage a book of assigned accounts
Attend any required training sessions and courses to pursue insurance designations
Process certificates of insurance for the team
Scan and attach all mail/correspondence in AMS for the team that were not processed by the operations team
Respond to client emails and phone calls as assigned
Order loss runs
Copy and assemble proposals
Address policy change requests by processing endorsements
Check policies ensure each policy is delivered to the client within 30 days of receipt
Review and verify renewals and issue invoices
Increase revenue by crossing selling and writing new business
Foster and seek relationships with teammates across all levels of Brown & Brown
Ensure compliance with government agencies and corporate policies and procedures
Attend training sessions, courses, etc. to maintain up-to-date skills
Other duties as needed