Commercial Lines Account Assistant

Brown & Brown; Rome (GA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health benefits

401k plan

Tuition reimbursement

Mental health resources

Paid time off

Job summary

Brown & Brown in Rome, GA is seeking a Commercial Lines Account Assistant to join our growing team. You will support the commercial lines department with clerical tasks and data entry while learning carrier processes.

Shadow account managers, process client requests, endorsements, policy checking, submissions, renewals, and document handling. A willingness to obtain a P&C license and proficiency with MS Office are required.

Qualifications

• Proficient with MS Office Suite.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Shadow account managers to learn essential roles and functions.
• Process client requests in a timely manner.
• Assist with endorsements, carrier communications, and confirmations.
• Support policy checking, delivery, and renewal processes.
• Assist with proposals, account overviews, and data entry tasks.

Skills

MS Office Suite

Confidentiality

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 a Commercial Lines Account Assistant to join our growing team in Rome, GA !

Assist in commercial lines department in order to gain technical knowledge and learn the processes and procedures of Brown & Brown . Primary duties may include general clerical functions and data entry. Other additional projects may be assigned as needed.

How You Will Contribute:

• Shadow account managers to learn the essential roles and functions of becoming an account manager.
• Process client requests timely .
• Request and process endorsements to various carriers, follow up until received and confirm the endorsements in AMS and send back to the insured.
• Assist with policy checking and delivery.
• Assist with the submission process, including claims analysis, renewal updates, updating accords, and supplemental apps.
• Assist with the preparation of proposals and account overviews.
• Assist with loss of runs, MVR orders, certificates of insurance, and evidence of property.
• Perform Clerical functions including, but not limited to scanning, proofreading, and photocopying documents.
• Learn how to process AB Invoices, HUB Procedures, and familiarize yourself with the ICP team.
• Assist in the processing and collection of premiums and audits.
• Observe the renewal process, including sending renewal quotes to clients, requesting coverage bound, the close out and summary of bound procedures.
• Confirm coverage with clients as needed.
• Assist with entering data into applications as needed.
• Review, file, and assigning documents/tasks into ImageRight .
• Accessing various carrier sites to download policy docs.
• Special Projects as needed.

Licenses & Certifications:

• Willing to get a P&C State License

Skills & Experience to be Successful:

• Proficient with MS Office Suite.
• Ability to maintain a high level of confidentiality.

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".