Commercial Insurance Assistant Account Manager

001 Brown & Brown, Inc; Dedham (MA); On-site; USD 3,168,000 - 3,306,000; Full time

Benefits offered by this job

Health benefits (Medical/Rx, Dental, V

Vision

Life Insurance

Disability Insurance

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Dedham, MA is seeking a Commercial Lines Assistant Account Manager to join our growing team. You will provide high-quality customer service and coordinate services between clients and insurers, while supporting Account Managers and Producers.

The role involves preparing and processing various insurance documents, setting up new clients, and maintaining data in our policy management system. Strong MS Office skills and confidentiality are essential for success.

Qualifications

• High school diploma required; Bachelor’s degree preferred.
• Proficient with MS Office Suite and strong Excel skills.
• Excellent telephone demeanor and ability to handle confidential information.

Responsibilities

• Prepare, process and monitor insurance documents (certificates, ID cards, binders, summaries).
• Ensure policies align with quotes and binders; gather client specifications.
• Set up and maintain client data in agency management system; track status of items.

Skills

Telephone etiquette

Customer service

Confidentiality

Attention to detail

Education

High school diploma

Bachelor’s Degree

Tools

MS Office Suite

Microsoft Excel

Job description

Brown & Brown in Dedham, MA is seeking a Commercial Lines Assistant Account Manager to join our growing team. You will provide high-quality customer service and coordinate services between clients and insurers, while supporting Account Managers and Producers.

The role involves preparing and processing various insurance documents, setting up new clients, and maintaining data in our policy management system. Strong MS Office skills and confidentiality are essential for success.