Company Overview
Brown & Brown is an independent insurance intermediary that through its licensed subsidiaries provides a variety of insurance products and services to corporate, public entity, institutional, trade, professional, association and individual clients. Headquartered in Daytona Beach, Florida, offices are located across the United States, with products and services offered through four major business divisions. We are listed on the NYSE as BRO. Our corporate culture is built on vision, speed, agility and strength that allows us to thrive in the very competitive insurance environment. This unique culture has enabled us to quickly chase down new opportunities, adapt our products and services to best meet market demands, and satisfy our many and varied clients. Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance intermediaries in the nation, with 75 years of continuous service.
Job Overview
Account Manager - Personal Lines - Duluth, GA
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.