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
Assistant Account Manager (Technical Assistant) - Commercial Lines - Duluth, GA
Brown & Brown, Inc. is one of the largest and most respected independent insurance intermediaries in the U.S. We are a publicly traded company, listed on the NYSE as BRO and employee over 8,000 seasoned professionals. Headquartered in Daytona Beach, Florida, offices are located across the United States and we are looking for ambitious professionals to join our team!
Brown & Brown Insurance of Georgia, Inc. is currently seeking a talented Assistant Account Manager to join our Duluth, GA team! This individual will work with our growing Commercial Lines department. The Assistant Account Manager will work closely with the Account Manager to service new and existing accounts and achieve agency sales goals and service standards.
Responsibilities includes collating and assembling submissions, proposals and summaries of insurance along with performing special projects. Must have and maintain a current Property & Casualty Agent’s license for the state of Georgia.
Responsibilities:
- Prepare renewal letters and questionnaire to be reviewed by Account Manager, Follow-up for quotes i.e. Set up Activity
- Assist with marketing by gathering information and sending and preparing applications (Activity Follow-up for Quotes)
- Responsible for completing commercial lines checklist
- Request experience modifications and worksheets from the bureau
- order loss runs
- Proofread proposals, submissions, summaries, etc. for typographical errors
- Set up policy files
- Set up books for policies when required
- Prepare first draft of summary
- Data entry & invoicing in TAM
- Bond processing & invoicing in TAM
- Process routine endorsement requests (Activity follow-up)
- Issue vehicle identification cards
- Issue certificates of insurance (Account Manager responsible for setting up Master)
- Order MVR’s when needed
- Special projects as assigned by the Account Manager/Executive
- Special projects as assigned by the profit center manager
Required Competencies:
- Microsoft Office (Excel, Word, Outlook, Access)
- Responds promptly to customer needs in a timely and effective manner
- Ability to read and interpret basic insurance policies, contracts, and procedure manuals
- Ability to write routine reports and correspondence within a format or develop formats for customized or original documents
- Independent, self-starter
- Manages competing demands
- Changes approach or method to best fit the situation
- Prioritizes and plans work activities
- Ability to problem solve
Preferred:
- Familiar with TAM (The Agency Management System)
We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.