Assistant Account Manager

Brown & Brown, Inc.; Dedham, Northern (MA, KY); Hybrid; USD 32,000 - 33,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Support

Paid Time Off

Holidays

Partner Discounts

Job summary

Brown & Brown, Inc. in Dedham, MA seeks a Commercial Lines Assistant Account Manager to support Account Managers and Producers. You will handle documents, client data, and policy management while maintaining confidentiality.

Relevant licenses and a Bachelor’s degree are preferred. The role features an hourly pay range of $23.00–$24.00 with comprehensive benefits including health, retirement, and tuition assistance.

Qualifications

• High school diploma.
• A bachelor’s degree is preferred.
• Proficient with MS Office Suite; Microsoft Excel skills from strong to expert.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Prepare and review documents such as certificates of insurance, auto ID cards, draft of binders and renewal information.
• Assist in client data setup and maintenance in the agency management system.
• Process premium finance requests and create premium allocations as needed.
• Request and summarize loss runs; process claims and advocate for clients.
• Enter policy information into the system for non-downloadable policies.
• Monitor emails and tasks; follow agency guidelines and procedures.

Skills

Telephone demeanor

Confidentiality

Education

High school diploma

Bachelor’s Degree (Preferred)

Tools

Microsoft Excel

MS Office Suite

Job description

## Assistant Account ManagerApply: Dedham, MA, USA: Merrimack, NH, USA: Full time: Posted Today: R26\\_0000003224Built 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.*