Commercial Lines Associate Account Manager

Bridge Specialty Group • Fort Myers, FL

15h

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 Associate Account manager to join our growing team in Ft. Myers, FL! The Associate Account Manager will be responsible for supporting the team and providing prompt, accurate, and courteous service to our customers, sales representatives, and insurance companies. This individual will also assist the team in completion of service functions and provide quality service to our clients.

Requirements

• High School diploma required
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

Nice To Haves

• 4-40 Customer Service Representative License preferred

Responsibilities

• Issue Certificates of Insurance & Evidence of Property
• Request Loss Runs from carrier or online
• Process and Policy Checking for all renewal policies, including mailing to insured
• Pre-Renewal Checklists to assist Account Service Managers/Select Agent with renewal marketing process, including preparing applications and proposals.
• Responsible for follow-up on Direct Bill renewals prior to month-end
• Responsible for issuing all carrier on-line endorsements
• Process all endorsements received for accuracy and mail to insured.
• Follow-up on Endorsement Requests as direction of Account Service Manager
• Request Additional Information from Insured (driver information, updated renewal information, follow-up voluntary audit forms, recommendations made by loss control, etc.)
• Assist with day-to-day account management — endorsements, claims
• Build and Maintain Client Relationship, phone, email and meeting contacts
• Complete and submit Loss Notices, Mail Claim Follow-up to Insured; follow-up on all open claims and process all claims documentation.
• Complete check requests payable to Insured at request of ASM for return premium endorsement, audit, and overpayment of premium and mailing to insured.
• Ensure that actions protect the Agency from claims of liability for errors or omissions and that all tasks are professionally performed.

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
• Education Level: High school or GED