Commercial Lines Assistant Account Manager

Brown & Brown Insurance; Town of Warwick (NY); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Paid time off

Job summary

Brown & Brown Insurance in Warwick, RI is seeking a Commercial Lines Assistant Account Manager to support issuing certificates, ID cards, and processing endorsements and audits. You will coordinate with the Account Executive and maintain documentation, while delivering timely service to clients.

The role requires 1-2 years of commercial insurance experience, a high school diploma, and proficiency in MS Office.

Qualifications

• 1-2 years Commercial Insurance experience.
• High school diploma or equivalent.
• Proficient with MS Office Suite.

Responsibilities

• Issue certificates of insurance and evidence of property insurance.
• Provide clients with ID cards in a timely and accurate manner.
• Order loss runs and Experience Mods from carriers to maintain up-to-date claim history.
• Request and obtain Motor Vehicle Reports (MVRs) as needed.
• Process changes, endorsements, and audit documentation.
• Review and process new and renewal policies with AE.
• Manage policy audits and invoice Agency Bill items.

Skills

MS Office Suite

Exceptional telephone demeanor

Confidentiality

Professional office environment

Education

High school diploma or equivalent

Tools

MS Office Suite

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 Assistant Account Manager Assistant to join our growing team in Warwick, RI.

The Commercial Lines Account Manager Assistant is responsible for issuing certificates of insurance, ID cards, and evidence of property insurance, as well as processing change requests, endorsements, and audits. Additionally, the role involves ordering loss runs, experience mods, MVRs, managing claim reporting, updating spreadsheets, and ensuring all documentation is accurately maintained and followed up on.

How You Will Contribute:

• 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 Motor Vehicle Reports (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.

Licenses & Certifications:

• P&C Licensed (Preferred).

Skills & Experience to be Successful:

• 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.

Pay Range

26.45 - 26.45 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.