Assistant Account Manager

Brown & Brown; Dedham (MA); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness

Paid Time Off

Job summary

Brown & Brown in Dedham, MA is seeking a Commercial Lines Assistant Account Manager to join our growing team. This role provides high-quality customer service and assists in coordinating services between clients and insurers.

Responsibilities include processing certificates, data requests, client setup, policy management, and collaboration with Account Managers, Executives and Producers to ensure exceptional service.

Qualifications

• High school diploma required.
• Bachelor’s degree preferred.
• Proficient with MS Office Suite; strong Excel skills.
• Exceptionally professional telephone demeanor and ability to maintain confidentiality.

Responsibilities

• Accurately prepares, processes, reviews and monitors documents such as certificates of insurance, Auto ID cards, draft of binders and endorsements.
• Collects client specification data and responds to routine data requests from clients, underwriters and staff.
• Performs new client setup and ongoing maintenance in the policy management system.
• Processes premium finance requests and creates premium allocations as needed.
• May process claims, summarize loss runs and provide client advocacy.
• Maintains documentation and follows agency guidelines and procedures.

Skills

Telephone demeanor

Confidentiality

Excel

Education

High school diploma

Bachelor’s degree (Preferred)

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

$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

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

The Power To Be Yourself

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".