Job Description

The Commercial Assistant Account Manager provides support to the Commercial Lines Account Manager and Producer/Account Executive in obtaining, maintaining, expanding, and servicing accounts.

Your Impact:

• Prepare the Renewal Update document to be reviewed by Account Manager and released to Producer; Producer to obtain renewal information from the client
• Assist Account Manager in the preparation of the submission for Marketing Dept. or incumbent carrier.
• Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion.
• Prepare the renewal proposal for review by the Account Manager prior to release to Producer and/or Client; Account Manager to transmit to client if Producer not available.
• Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound.
• Perform entire renewal process for accounts generating less than $6,000 revenue with assistance and guidance from Account Manager (not applicable to Core Commercial Associate Account Manager)
• Update direct bill screens (Account Manager to invoice all renewal policies unless specifically delegated).
• Check policies; transmit to client; update AMS/Image Right
• Maintain current open Tasks; follows up on open Tasks.
• Prepare Accord Change Request; transmit changes to insurance carrier(s); updates AMS/Image Right.
• Process endorsements: review, invoice, transmit.
• Process final audits: review, invoice, transmit.
• Process incoming mail as requested by Account Manager
• Issue Binders
• Issue Auto ID Cards
• Issue standard Certificates of Insurance (back-up to Commercial Technical Associates)
• Order loss runs (back-up to Commercial Technical Associates)
• Handle items reflected on bi-weekly Exception Reports
• Obtain Premium Finance Agreement quotes and prepare document for signature.
• Keep abreast of industry changes and trends.
• Participates in seminars and classes for knowledge and skill development.
• Perform other duties as assigned.

Successful Candidates Will Demonstrate:

• Strong problem solving skills (identifies and resolves problems in a timely manner)
• Interpersonal Skills
• Oral Communication
• Teamwork
• Organizational Support (follows policies and procedures, supports organization’s goals and values)
• Quality (demonstrates accuracy and thoroughness)
• Quantity (meets productivity standards, completes work in a timely manner
• Attendance/Punctuality
• Dependability
• Initiative
• High school diploma or general education degree (GED) and minimum two years related experience and/or training preferred
• Professional designation(s) preferred

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/

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