Commercial Lines Account Manager Assistant

Bridge Specialty Group•Virginia Beach, VA

2d•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 a Commercial Lines Account Manager Assistant to join our growing team in Virgina Beach, VA ! The Commercial Lines Account Manager Assistant is responsible for issuing certificates of insurance, ID cards, and evidence of property insurance, as well as processing change requests, endorsements, and audits. Additionally, the role involves ordering loss runs, experience mods, MVRs, managing claim reporting, updating spreadsheets, and ensuring all documentation is accurately maintained and followed up on.

Requirements

1-2 years Commercial Insurance experience, preferred.
High school diploma or equivalent.
Proficient with MS Office Suite.
Exceptional telephone demeanor.
Ability to maintain a high level of confidentiality.
Professional office environment experience.

Nice To Haves

P&C Licensed

Responsibilities

Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms.
Provide clients with ID cards in a timely and accurate manner.
Order loss runs and Experience Mods from current insurance carriers to maintain up-to-date claim history and premium calculations.
Request and obtain Motor Vehicle Reports (MVRs) as needed, particularly for wholesalers or clients requiring vehicle insurance assessments.
Process changes requests, ensuring updates to policies are accurately reflected and necessary documentation is completed.
Process endorsements and invoice any Agency Bill items related to policy modifications.
Review and process new and renewal policies, completing checklists and addressing discrepancies with the Account Executive (AE).
Manage policy audits and invoice any applicable Agency Bill items for accurate financial tracking.
Report claims, ensuring timely documentation and follow-up with insurance carriers for proper claims handling.
Maintain and update spreadsheets for tracking insurance activities, policies, claims, and invoicing, while ensuring necessary documents are pulled, attached, and organized.