Commercial Lines Account Assistant

About the role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Account Assistant to join our growing team in Rome, GA! Assist in the commercial lines department to gain technical knowledge and learn the processes and procedures of Brown & Brown.

Responsibilities

• Shadow account managers to learn the essential roles and functions of becoming an account manager.
• Process client requests timely.
• Request and process endorsements to various carriers, follow up until received and confirm the endorsements in AMS and send back to the insured.
• Assist with policy checking and delivery.
• Assist with the submission process, including claims analysis, renewal updates, updating accords, and supplemental apps.
• Assist with the preparation of proposals and account overviews.
• Assist with loss of runs, MVR orders, certificates of insurance, and evidence of property.
• Perform clerical functions including, but not limited to scanning, proofreading, and photocopying documents.
• Learn how to process AB Invoices, HUB Procedures, and familiarize yourself with the ICP team.
• Assist in the processing and collection of premiums and audits.
• Observe the renewal process, including sending renewal quotes to clients, requesting coverage bound, the close out and summary of bound procedures.
• Confirm coverage with clients as needed.
• Assist with entering data into applications as needed.
• Review, file, and assign documents/tasks into ImageRight.
• Access various carrier sites to download policy documents.
• Special projects as needed.

Requirements

• Willing to obtain a P&C State License.

Skills

• Proficient with MS Office Suite.
• Ability to maintain a high level of confidentiality.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more