Commercial Lines Assistant: Policy Admin & Claims Support

Brown & Brown Insurance; Virginia Beach (VA); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

Life Insurance

Disability Insurance

401k

Paid Time Off

Tuition Reimbursement

Employee discounts

Job summary

Brown & Brown Insurance in Virginia Beach, VA is seeking a Commercial Lines Account Manager Assistant to join our growing team. The role issues certificates of insurance, ID cards, and evidence of property insurance, and processes changes, endorsements, audits, and related documentation.

You will handle loss runs, MVRs, agency bills, renewals, and coordinate with the Account Executive. A high school diploma, 1-2 years commercial insurance experience, and proficiency with MS Office are preferred;

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.

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 Motor Vehicle Reports (MVRs) as needed, particularly for wholesalers or clients requiring vehicle insurance assessments.
• Process change requests, ensuring updates to policies are accurately reflected and necessary documentation is completed.
• Process endorsements and invoice any AgencyBill 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

Exceptional telephone demeanor

Confidentiality

Professional office experience

1-2 years Commercial Insurance

Education

High school diploma or equivalent

P&C Licensed (Preferred)

Tools

MS Office Suite

Job description

Brown & Brown Insurance in Virginia Beach, VA is seeking a Commercial Lines Account Manager Assistant to join our growing team. The role issues certificates of insurance, ID cards, and evidence of property insurance, and processes changes, endorsements, audits, and related documentation.

You will handle loss runs, MVRs, agency bills, renewals, and coordinate with the Account Executive. A high school diploma, 1-2 years commercial insurance experience, and proficiency with MS Office are preferred;