Assistant Account Manager

Brown & Brown Insurance

Assistant Account Manager at Brown & Brown in Salt Lake City aiding in client relationship management and documentation accuracy in insurance services.

Posted 4/11/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Assists with the development and maintenance of relationships with clients
Handles client inquiries, prepares and reviews insurance policies
Ensures all documentation is accurate and up to date
Works closely with Account Managers and other team members
Accurately prepares, processes, reviews and monitors various documents
Collects client exposure data
Responds promptly to routine requests for data and questions from clients, underwriters and internal staff
Responsible for new client setup and ongoing client maintenance
Completes premium finance agreement requests and creates premium allocations
Requests and summarizes loss runs, may process claims and provide client advocacy
Attends Continuing Education classes
Performs miscellaneous duties and projects as assigned

Requirements

What you’ll need

College degree (preferred)
Must possess or pass the Utah insurance agent’s license exam
Strong time management skills
Good keyboard and PC skills using word processing and spreadsheet software
Must be proficient in Excel, Word and PowerPoint.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance policy preparationdocument processingdata collectionclaims processingpremium finance agreementsloss run summarization

Soft Skills

relationship managementtime managementclient advocacycommunication

Certifications

Utah insurance agent’s license