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Assistant Commercial Lines Account Manager
Brown & Brown InsuranceAssistant Account Manager handling account servicing and client inquiries at an insurance brokerage. Ensuring compliance and accurate documentation while managing a book of assigned accounts.
About the role
Key responsibilities & impact- Support account servicing by handling certificates, endorsements, policy changes, and client inquiries
- Ensure accurate documentation, assist with renewals and proposals, and help maintain compliance
- Manage a book of assigned accounts
- Attend any required training sessions and courses to pursue insurance designations
- Process certificates of insurance for the team
- Scan and attach all mail/correspondence in AMS for the team that were not processed by the operations team
- Respond to client emails and phone calls as assigned
- Order loss runs
- Copy and assemble proposals
- Address policy change requests by processing endorsements
- Check policies ensure each policy is delivered to the client within 30 days of receipt
- Review and verify renewals and issue invoices
- Increase revenue by crossing selling and writing new business
- Foster and seek relationships with teammates across all levels of Brown & Brown
- Ensure compliance with government agencies and corporate policies and procedures
- Attend training sessions, courses, etc. to maintain up-to-date skills
Requirements
What you’ll need- 1+ years’ experience in Property & Casualty insurance
- Proficiency in Microsoft Office 365
- Exceptional customer service and interpersonal skills
- Bachelor’s Degree (preferred)
- Experience with AMS360 or ImageRight or insurer websites, a plus.
- Active P&C License, or obtain within 90 days
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
property & casualty insurancecertificates of insurancepolicy changesendorsementsrenewalsproposalscross sellingwriting new businessdocumentationinvoicing
Soft Skills
customer serviceinterpersonal skillsrelationship buildingcommunicationorganizational skillsattention to detailteamworkproblem solvingtime managementadaptability
Certifications
active P&C license