Assistant Account Manager

001 Brown & Brown, Inc; Dedham (MA); On-site; USD 3,168,000 - 3,306,000; Full time

Benefits offered by this job

Health benefits (Medical/Rx, Dental, V

Vision

Life Insurance

Disability Insurance

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Dedham, MA is seeking a Commercial Lines Assistant Account Manager to join our growing team. You will provide high-quality customer service and coordinate services between clients and insurers, while supporting Account Managers and Producers.

The role involves preparing and processing various insurance documents, setting up new clients, and maintaining data in our policy management system. Strong MS Office skills and confidentiality are essential for success.

Qualifications

• High school diploma required; Bachelor’s degree preferred.
• Proficient with MS Office Suite and strong Excel skills.
• Excellent telephone demeanor and ability to handle confidential information.

Responsibilities

• Prepare, process and monitor insurance documents (certificates, ID cards, binders, summaries).
• Ensure policies align with quotes and binders; gather client specifications.
• Set up and maintain client data in agency management system; track status of items.

Skills

Telephone etiquette

Customer service

Confidentiality

Attention to detail

Education

High school diploma

Bachelor’s Degree

Tools

MS Office Suite

Microsoft Excel

Job description

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 Assistant Account Manager to join our growing team in Dedham, MA!

Provides high-quality customer service while assisting in the coordination of services between the client and the insurance company. Provides clerical support to the team, working in conjunction with Account Managers, Account Executives and Producers to provide exceptional customer service.

How You Will Contribute

Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Ensures policies follow coverages as quoted, proposed and bound. Collect client specification data. Promptly responds to routine requests for data and questions from clients, underwriters and internal staff. Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc. Complete premium finance agreement requests and creates premium allocations as needed. Requests and summarizes loss runs, may process claims and provide client advocacy. Attend Continuing Education classes. Monitor & review daily electronic downloads as applicable. For policies not downloaded, pull policy documents from carrier website for new business, cancellations, non-pay & reinstatement notices. Policy checking for new business, re-writes & endorsements. Process cancellations, non-pay notices & reinstatements as applicable. Task follow-up to include, checking endorsements, non-pay notices, & cancellations. Letters for new business, cancellations & lost accounts as applicable. Enter policy info into system for policies that do not download. Keep current with email & tasks. Follow Agency guidelines, policies and procedures. Pursues a course of personal, professional development.

Licenses and Certifications

Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) (preferred)

Skills & Experience to Be Successful

High school diploma Bachelor’s Degree (Preferred) Proficient with MS Office Suite. Microsoft Excel – Strong to expert level skills Exceptional telephone demeanor Ability to maintain a high level of confidentiality

Pay Range

Pay Range $23.00 - $24.00 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

• 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.
• Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Equal Opportunity Statement

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

About Brown & Brown

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.