Commercial Insurance Account Support Lead

Brown & Brown; Massachusetts; On-site; USD 48,000 - 54,000; Full time

Benefits offered by this job

Health Benefits

401(k)

Tuition Reimbursement

Mental Health & Wellness Services

Paid Time Off

Job summary

Brown & Brown is seeking a Commercial Lines Assistant Account Manager to join our growing team in Boston, MA. This role provides essential administrative support to Account Managers, Account Executives, and Producers, ensuring accurate policy processing and timely servicing for commercial clients.

The ideal candidate is organized, detail-oriented, and thrives in a fast-paced environment, with strong communication and a commitment to exceptional customer service while safeguarding client

Qualifications

• High School Diploma required.
• Associate's or Bachelor's Degree preferred.
• 1-3 years of experience in an administrative, customer service, insurance support, banking, financial services, or professional office environment preferred.
• Insurance industry experience is helpful but not required.
• Commercial insurance experience is a plus.
• Strong proficiency with Microsoft Office Suite, including Microsoft Excel.
• Excellent written and verbal communication skills.
• Exceptional customer service and telephone etiquette.
• Strong organizational skills and attention to detail.
• Ability to prioritize competing responsibilities and meet deadlines.
• Ability to maintain confidentiality and handle sensitive information.
• Strong problem-solving skills and ability to work collaboratively in a team environment.

Responsibilities

• Prepare, process, review, and monitor insurance documents including certificates of insurance, Auto ID cards, binders, summaries of insurance, audits, endorsements, proposals, and renewal information requests.
• Ensure policies and coverage documentation accurately reflect quoted, proposed, and bound terms.
• Collect and maintain client information and insurance specifications.
• Respond promptly and professionally to requests from clients, underwriters, carriers, and internal team members.
• Set up and maintain client accounts within agency management systems, including uploading documents and tracking outstanding items.
• Complete premium finance agreement requests and premium allocations as needed.
• Request, review, and summarize loss runs to support account servicing and renewal activities.
• Assist with claims processing and provide client advocacy when appropriate.
• Review and monitor electronic downloads and carrier communications.
• Retrieve policy documents from carrier websites when downloads are unavailable.
• Perform policy checking for new business, rewrites, endorsements, and renewals.
• Process cancellations, non-pay notices, and reinstatements while ensuring appropriate follow-up actions are completed.
• Prepare correspondence related to new business, cancellations, and lost business opportunities.
• Maintain accurate and up-to-date policy information within agency management systems.
• Stay current on email correspondence, task management, and agency workflows.
• Follow agency guidelines, policies, and procedures.
• Participate in continuing education and professional development opportunities.

Skills

Microsoft Office

Excel

Communication

Customer service

Organization

Prioritization

Confidentiality

Teamwork

Problem-solving

Education

High School Diploma

Associate's or Bachelor's Degree preferred

Property & Casualty License preferred

Tools

Microsoft Office Suite

Excel

Job description

Brown & Brown is seeking a Commercial Lines Assistant Account Manager to join our growing team in Boston, MA. This role provides essential administrative support to Account Managers, Account Executives, and Producers, ensuring accurate policy processing and timely servicing for commercial clients.

The ideal candidate is organized, detail-oriented, and thrives in a fast-paced environment, with strong communication and a commitment to exceptional customer service while safeguarding client