Assistant Account Manager
Brown & Brown Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Rome • United States
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About the role
- Prepare renewal letters and questionnaires; follow up on quotes and set up activities.
- Assist with marketing by gathering information and preparing/sending applications; follow up on quotes.
- Complete the Commercial Lines Checklist.
- Request experience mods and worksheets from the bureau.
- Order and track loss runs.
- Proofread proposals, submissions, summaries, and related documents.
- Assemble and collate submissions, proposals, and summaries of insurance.
- Set up policy files and policy books as needed.
- Prepare the first draft of summaries.
- Handle data entry, invoicing, bond processing, and related tasks in AMS360.
- Process routine endorsement requests, issue vehicle ID cards, order MVRs, and issue certificates (Master set up by Account Manager).
- Complete photocopying tasks and support special projects assigned by Account Managers or office managers.
Requirements
- Current Georgia Resident Property & Casualty Agent’s license
- Professional Designation (CISR, CIC, ARM, etc.)
- High School Diploma
- Bachelor’s degree in risk management or similar field (preferred)
- Independent/self-starter with an acute attention to detail.
- Professional appearance and customer service driven attitude.
- Ability to work under stressful conditions with frequent interruptions.
- Accuracy and speed are strong requirements.
- Organized and reliable.
- Prioritize and plan work activities.
- Capable of handling difficult customers.
- Must be able to work in a fast paced environment with minimum supervision.
- Microsoft Office (preferred)
- Familiar with TAM or AMS 360 (agency management systems) or insurer websites (preferred).
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryinvoicingbond processingproofreadingpolicy file managementendorsement processingexperience mod requestsloss run trackingapplication preparationquote follow-up
Soft Skills
attention to detailcustomer serviceorganizationreliabilityability to prioritizestress managementindependencecapability to handle difficult customersadaptabilityself-starter
Certifications
Georgia Resident Property & Casualty Agent’s licenseCISRCICARMHigh School DiplomaBachelor’s degree in risk management