Associate Account Manager

Bridge Specialty Group•Roseland, NJ

12d•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 Associate Account Manager to join our growing team in Roseland, NJ! Associate Account Manager will work in tandem with the Account Manager in order to provide quality service to our clients in a timely manner in order to meet our retention goals.

Requirements

A valid New Jersey Producer license in Property & Casualty (as well as any other required states and/or authorities to service the assigned book of business) must be maintained in good standing or be obtained within 90 days of hire.
High School Diploma is required.
Proficient knowledge of employee benefit insurance coverages and contracts.
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.).
2+ years of professional experience within the insurance industry’s account management, sales or a related field.

Nice To Haves

A college degree in Business Administration, Insurance, Risk Management, or a related field, or an equivalent qualification.

Responsibilities

Process daily mail, including faxes and e-mail.
Answer and process all telephone requests.
Maintain account files in an orderly sequence according to established procedures.
Enter all required data into system to maintain current file data.
Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations as defined in the company procedures manual as directed by CSR.
Secure loss runs and experience modification worksheets on assigned accounts.
Maintain suspense or follow-up system for correspondence/requests.
Process premium finance agreements as needed.
Assist client through preparation of Excel spreadsheets and premium breakdowns.
Provide back-up to other Commercial Assistants as needed.
Develop and maintain strong technical knowledge of commercial lines coverage and rating.
Scanning and other clerical duties, as assigned.