Commercial Lines Assistant Account Manager

001 Brown & Brown, Inc; Warwick (RI); On-site; USD 22,000 - 36,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Holidays

Preferred Partner Discounts

Mental Health Services

Job summary

Brown & Brown, Inc in Warwick, RI is seeking a Commercial Lines Assistant Account Manager Assistant to support issuing certificates of insurance, ID cards, and property evidence, plus processing changes, endorsements, audits, and related documentation.

You will help order loss runs and experience mods, obtain MVRs, handle claims reporting, keep spreadsheets current, and coordinate with the Account Executive to ensure accuracy and timely follow-ups.

Qualifications

• 1–2 years Commercial Insurance experience preferred.
• High school diploma or equivalent.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor and confidentiality.

Responsibilities

• Issue certificates of insurance and evidence of property insurance with accuracy.
• Provide clients with ID cards promptly.
• Order loss runs and Experience Mods from carriers to maintain up-to-date history and premium calculations.
• Request MVRs as needed for vehicle insurance assessments.
• Process changes, endorsements, and related invoices.
• Review new and renewal policies and resolve discrepancies with the AE.
• Manage audits and invoicing for Agency Bill items.
• Report claims and coordinate with carriers for timely handling.
• Maintain spreadsheets tracking activities, policies, claims, and invoicing.

Skills

Commercial Insurance experience

MS Office Suite

Telephone etiquette

Confidentiality

Office environment experience

Education

High school diploma or equivalent

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

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.

Equal Opportunity Employer

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.

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.”