Commercial Lines Assistant Account Manager

Brown & Brown Insurance • Greenville, SC

5d

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 Assistant Account Manager to join our growing team in Greenville, SC. The Assistant Account Manager will provide high quality customer service while assisting in the coordination of services between the client and the company. How You Will Contribute: Supports the Account Executive in managing commercial client accounts. 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. Handles downloads, processing, and updating all flood business to include renewals and new business. 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. Completes premium finance agreement requests and creates premium allocations as needed. Requests and summarizes loss runs, may process claims and provide client advocacy. Performs miscellaneous duties and projects as assigned.

Requirements

• P&C license or ability to obtain within 60-90 days
• 1-3 years’ experience in the insurance industry
• Strong oral and written communication skills with a proven commitment to high quality customer service.
• Strong attention to detail.
• Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
• Demonstrates a sense of urgency and a proactive approach to meeting service requirements.
• Proficient PC skills including MS Office/Excel, familiarity with various software applications, and the ability to learn new software systems.
• Proficiency includes formulas, pivot tables, graphics, etc.

Nice To Haves

• Bachelor's Degree (preferred)

Responsibilities

• Supports the Account Executive in managing commercial client accounts.
• 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.
• Handles downloads, processing, and updating all flood business to include renewals and new business.
• 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.
• Completes premium finance agreement requests and creates premium allocations as needed.
• Requests and summarizes loss runs, may process claims and provide client advocacy.
• Performs miscellaneous duties and projects as assigned.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level