Assistant Account Manager - Fine Art

Brown & Brown Insurance; United States; Remote; USD 43,000 - 44,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown Insurance in the United States seeks an Assistant Account Manager to join our growing team. You will prepare certificates of insurance, support billing, and maintain policy documents in Applied Epic while handling renewals, endorsements, and surplus lines calculations.

You will update opportunities and dashboards in Salesforce, coordinate meeting notes, and provide general operational support for the Fine Art Practice. A license is preferred or obtainable within 90 days.

Qualifications

• Two or more years of client management or administrative support experience.
• Proficiency in Microsoft Office, especially Excel.
• Experience with the Applied Epic data system preferred.
• Ability to work Monday–Friday, 9:00 a.m.–5:00 p.m.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Prepare and issue certificates of insurance, file documents, and update templates.
• Provide billing and accounting support; generate invoices and assist with aged receivables.
• Maintain records in Applied Epic; process renewals, endorsements, and affidavits.
• Maintain team resources, schedules, reports, and dashboards in Salesforce.
• Attend team meetings and maintain calendars and contact records.
• Provide IT coordination and general operational support.

Skills

Client management

Administrative support

Microsoft Excel

Salesforce

Tools

Applied Epic

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 an Assistant Account Manager to join our growing team!

The Assistant Account Manager is responsible for preparing and issuing certificates of insurance, providing billing and accounting support, and maintaining policy documents, correspondence, renewals, endorsements, surplus lines calculations, and affidavits in Applied Epic. Additionally, the role maintains team resources and collection schedules, prepares weekly expiration and book-of-business reports, updates prospects, opportunities, and dashboards in Salesforce, coordinates meeting notes and team calendars, and provides general operational support to the Fine Art Practice.

How You Will Contribute:

• Prepare and issue certificates of insurance, file completed documents, and update master templates in the data management system.
• Provide accounting support by preparing billing forms, generating and sending invoices, responding to accounting questions, and assisting Account Managers with aged receivables.
• Maintain accurate records in Applied Epic, including filing correspondence and policy documents, processing renewals and endorsements, and preparing surplus lines calculations and affidavits.
• Maintain the team’s resource database, including industry contacts, carrier appetites, benchmarking summaries, representative client lists, team contact information, submission templates, and claims reports.
• Reconcile and maintain collection schedules.
• Prepare and distribute weekly expiration and book-of-business reports, along with additional reports as needed throughout the year.
• Add new prospects to Salesforce, update opportunities, and maintain dashboards for Fine Art leaders.
• Attend weekly team meetings and record and distribute meeting notes.
• Maintain the Fine Art team calendar and external contact cards.
• Provide IT coordination and general operational support for the team.

Licenses & Certifications:

• Valid Property & Casualty broker’s license preferred; candidates must be able to obtain the license within 90 days of hire.

Skills & Experience to be Successful:

• Two or more years of client management or administrative support experience.
• Proficiency in Microsoft Office Suite, with strong Excel skills.
• Experience with the Applied Epic data management system preferred.
• Ability to work Monday through Friday from 9:00 a.m. to 5:00 p.m.
• Superior organizational skills and attention to detail.
• Ability to manage multiple priorities, triage requests, and meet deadlines in a fast-paced environment.

Pay Range

$31.00 - $31.25 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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.