Associate Account Manager Commercial Lines

Brown & Brown; Phoenix (AZ); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented Associate Account Manager for Commercial Lines in Phoenix, AZ. This role is pivotal in managing insurance documentation, processing claims, and ensuring compliance with policy terms. The ideal candidate will thrive in a fast-paced environment, demonstrating strong communication skills and a commitment to client satisfaction. With a focus on meritocracy and a supportive culture, this company offers a range of benefits aimed at enhancing employee well-being. If you're ready to contribute to a dynamic team and grow your career in the insurance sector, this opportunity is for you.

Benefits

Medical/Rx Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k

Tuition Reimbursement

Paid Time Off

Holidays

Preferred Partner Discounts

Qualifications

• 1-2 years of experience in Commercial Insurance preferred.
• Proficient with MS Office Suite and exceptional telephone demeanor.

Responsibilities

• Issue certificates of insurance and maintain accurate documentation.
• Manage policy audits and report claims to insurance carriers.
• Process change requests and endorsements efficiently.

Skills

Commercial Insurance Experience

MS Office Suite

Telephone Communication

Confidentiality Maintenance

Education

High School Diploma or Equivalent

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 and Brown is seeking a Associate Account Manager Commercial Lines to join our growing team in Phoenix, AZ!

The Associate Account Manager Commercial Lines is responsible for issuing certificates of insurance, ID cards, and evidence of property insurance, as well as processing change requests, endorsements, and audits. Additionally, the role involves ordering loss runs, experience mods, MVRs, managing claim reporting, updating spreadsheets, and ensuring all documentation is accurately maintained and followed up on.

How You Will Contribute:

1. Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms.
2. Provide clients with ID cards in a timely and accurate manner.
3. Order loss runs and experience mods from current insurance carriers to maintain up-to-date claim history and premium calculations.
4. Request and obtain Motor Vehicle Reports (MVRs) as needed, particularly for wholesalers or clients requiring vehicle insurance assessments.
5. Process change requests, ensuring updates to policies are accurately reflected and necessary documentation is completed.
6. Process endorsements and invoice any Agency Bill items related to policy modifications.
7. Review and process new and renewal policies, completing checklists and addressing discrepancies with the Account Executive (AE).
8. Manage policy audits and invoice any applicable Agency Bill items for accurate financial tracking.
9. Report claims, ensuring timely documentation and follow-up with insurance carriers for proper claims handling.
10. Maintain and update spreadsheets for tracking insurance activities, policies, claims, and invoicing, while ensuring necessary documents are pulled, attached, and organized.

Licenses and Certifications:

• P&C Licensed (Preferred)

Skills & Experience to Be Successful:

• 1-2 years Commercial Insurance experience, preferred
• High school diploma or equivalent
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Professional office environment experience

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”.