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Brown & Brown · 1 day ago

Commercial Lines Assistant Account Manager

Greenville, SC, USA

Full-time

Onsite

Entry Level

1+ years exp

Brown & Brown is seeking a Commercial Lines Assistant Account Manager to join our growing team in Greenville, SC. The Assistant Account Manager will provide high quality customer service while assisting in the coordination of services between the client and the company.

Insurance

Responsibilities

Supports the Account Executive in managing commercial client accounts

Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Ensures policies follow coverages as quoted, proposed and bound

Handles downloads, processing, and updating all flood business to include renewals and new business

Promptly responds to routine requests for data and questions from clients, underwriters and internal staff

Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc

Completes premium finance agreement requests and creates premium allocations as needed

Requests and summarizes loss runs, may process claims and provide client advocacy

Performs miscellaneous duties and projects as assigned

Qualification

P&C licenseInsurance industry experienceMS Office/Excel proficiencyCustomer service skillsProactive approachAttention to detailTime management skillsCommunication skills

Required

P&C license or ability to obtain within 60-90 days

1-3 years' experience in the insurance industry

Strong oral and written communication skills with a proven commitment to high quality customer service

Strong attention to detail

Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service

Demonstrates a sense of urgency and a proactive approach to meeting service requirements

Proficient PC skills including MS Office/Excel, familiarity with various software applications, and the ability to learn new software systems. Proficiency includes formulas, pivot tables, graphics, etc