Commercial Lines Assistant Account Manager

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 Assistant Account Manager Assistant to join our growing team in Warwick, RI.

Responsibilities

• Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms.
• Provide clients with ID cards in a timely and accurate manner.
• Order loss runs and Experience Mods from current insurance carriers to maintain up-to-date claim history and premium calculations.
• Request and obtain Motor Vehicle Reports (MVRs) as needed, particularly for wholesalers or clients requiring vehicle insurance assessments.
• Process change requests, ensuring updates to policies are accurately reflected and necessary documentation is completed.
• Process endorsements and invoice any Agency Bill items related to policy modifications.
• Review and process new and renewal policies, completing checklists and addressing discrepancies with the Account Executive (AE).
• Manage policy audits and invoice any applicable Agency Bill items for accurate financial tracking.
• Report claims, ensuring timely documentation and follow-up with insurance carriers for proper claims handling.
• Maintain and update spreadsheets for tracking insurance activities, policies, claims, and invoicing; pull, attach, and organize necessary documents.

Requirements

• P&C Licensed (Preferred)
• High school diploma or equivalent

Skills

• 1-2 years Commercial Insurance experience (preferred)
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Professional office environment experience

Benefits

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

Pay

Pay Range: $26.45 - $26.45 Hourly