Commercial Lines Account Assistant

001 Brown & Brown, Inc; Rome (GA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical/Rx

Dental

Vision

Life Insurance

Disability Insurance

ESPP

401k

Student Loan Assistance

Tuition Reimbursement

Free Mental Health & Enhanced Advocacy

Paid Time Off

Holidays

Preferred Partner Discounts

Job summary

Brown & Brown in Rome, GA is seeking a Commercial Lines Account Assistant to support the commercial lines team, gain technical knowledge, and learn the processes and procedures of Brown & Brown. Primary duties include clerical tasks and data entry, with additional projects as needed.

You will shadow account managers, process client requests, assist with endorsements, policy checks, submissions, proposals, and renewal processes while maintaining confidentiality and using MS Office Suite.

Qualifications

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

Responsibilities

• Shadow account managers to learn 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, accords, and supplemental apps.
• Assist with the preparation of proposals and account overviews.
• Assist with loss runs, MVR orders, certificates of insurance, and evidence of property.
• Perform clerical functions including scanning, proofreading, and photocopying documents.
• Learn AB Invoices, HUB Procedures, and ICP team procedures.
• Assist in processing and collection of premiums and audits.
• Observe renewal process and send renewal quotes to clients and close out procedures.
• Confirm coverage with clients as needed.
• Enter data into applications as needed.
• Review, file, and assign documents into ImageRight.
• Access carrier sites to download policy docs.
• Handle special projects as needed.

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:

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• 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”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.