Account Manager - Personal Lines - Duluth, GA

Brown & Brown, Inc  |  Duluth, Georgia  |  Administration / Clerical, Customer Service, Sales
 
 

Job Summary:

Responsible for maintaining a book of business by means of servicing and cross selling personal lines accounts

Essential Duties and Responsibilities: (Include, but are not limited to)

  • Process daily mail, including faxes and e-mail, for assigned accounts
  • Answer and process all telephone requests for assigned accounts
  • Enter all required data into TAM to maintain current file data on all assigned accounts
  • Review new applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
  • Underwriting, rating and generating new business.
  • Renewal marketing including, but not limited to rating and quoting assigned personal lines risks
  • Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations as defined in the company procedures’ manual
  • Validate coverage and ratings policies, endorsements, audits, cancellations, etc.
  • Maintain suspense or follow-up system for correspondence/requests
  • Prepare billings and/or invoices on a timely basis
  • Advise accounting of the appropriate posting of moneys received on assigned accounts
  • Assist in the collection of premiums and audits as defined in the procedures manual
  • Maintain up to date knowledge of the various carriers’ rating plans, programs and underwriting
  • Perform clerical functions including, but not limited to submitting and sending faxes, proofreading and photocopying documents
  • Perform any other duties as may be assigned

Job Requirements

  • Must have and maintain a current Property & Casualty Agent license for the state of Georgia.
  • Two years of personal lines insurance experience preferred
  • Microsoft Office (Excel, Word, Outlook, Access)
  • Familiar with TAM (The Agency Management System)
  • Rating software – EZ Lynx

We are an Equal Opportunity Employer. 
We take pride in the diversity of our team and seek diversity in our applicants.