Support Designated Account Managers' Books of Business
Perform transactional servicing including mail checking, endorsement requests & checking, Certificates of Insurance review/issuance, EOPs, binders, auto ID's, audit processing, loss run retrieval, billing inquiries and claims reporting
Provide back-up customer service support for commercial lines clients as requested
Prepare and distribute documents according to client preferences
Maintain agency system accuracy and filing in IR according to procedures
Compile and edit proposals, summaries, special projects and additional documents as requested
Consistently meet all Brown & Brown established quality control procedures and timelines

Property & Casualty insurance license preferred but not required (Will be required to obtain within 90 days of hire)
Commercial lines insurance experience preferred but not required
Minimum of 1 year in an office working environment required
Associates degree preferred but not required with appropriate work experience
Proficient with management operating systems that support insurance sales, tracking and service
Proficient with Microsoft Tools, Outlook, Excel, Word, PowerPoint

Account Manager

Key skills