Commercial Insurance Assistant: Policy Setup & Client Support

Brown & Brown; Virginia Beach (VA); On-site; USD 61,992,000 - 71,635,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown is seeking a Commercial Lines Account Manager Assistant to join our growing team in Virginia Beach, VA. You will support the Account Executive, issue certificates, prepare client documents, and coordinate with carriers to ensure accurate policy administration.

The role requires 1–2 years of commercial insurance experience, a high school diploma, and proficiency with MS Office. A professional telephone demeanor and confidentiality are essential in our office environment.

Qualifications

• 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.

Responsibilities

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

Skills

MS Office

Phone demeanor

Confidentiality

Office professionalism

Education

High school diploma or equivalent

Job description

Brown & Brown is seeking a Commercial Lines Account Manager Assistant to join our growing team in Virginia Beach, VA. You will support the Account Executive, issue certificates, prepare client documents, and coordinate with carriers to ensure accurate policy administration.

The role requires 1–2 years of commercial insurance experience, a high school diploma, and proficiency with MS Office. A professional telephone demeanor and confidentiality are essential in our office environment.