Personal Lines Assistant Account Manager

Bridge Specialty Group • Richmond, VA

6d

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 Personal Lines team in Richmond, Virginia ! The Personal Lines Assistant Account Manager provides personal lines support in maintaining, expanding, and servicing assigned accounts. How You Will Contribute: Process and check renewal policies. Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters. Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects. Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals. Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities. Redeliver returned mail and update customer contact information. Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests. Provide back‑up support to other Account Managers as assigned. Maintain favorable relationships with clients, producers, and employees. Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks. Assist with billing questions and payment processing. Complete mortgage and lienholder verifications.

Requirements

• High school diploma
• Proficient with MS Office Suite
• Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively.
• Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities.
• High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively.
• Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness.
• Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events.

Nice To Haves

• Associate’s or Bachelor’s degree (preferred)
• Industry software experience (preferred)

Responsibilities

• Process and check renewal policies.
• Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters.
• Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects.
• Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals.
• Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities.
• Redeliver returned mail and update customer contact information.
• Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests.
• Provide back‑up support to other Account Managers as assigned.
• Maintain favorable relationships with clients, producers, and employees.
• Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks.
• Assist with billing questions and payment processing.
• Complete mortgage and lienholder verifications.

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