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Assistant Account Manager

3 months ago

Salt Lake City, United States Brown & Brown Insurance Full time

Brown & Brown has an exciting opportunity available for an Assistant Account Manager supporting our Property & Casualty team in Salt Lake City, UT


The Assistant Account Manager will provide high quality customer service while assisting in the coordination of services between the client and the company.


This position is on a hybrid schedule with an hourly pay rate.


WHAT YOU’LL DO:

  • Supports the Account Executive in managing the commercial client accounts.
  • Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Ensures policies follow coverages as quoted, proposed and bound.
  • Collects client specification data.
  • Provides clerical support to the team.
  • Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.
  • Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc.
  • Completes premium finance agreement requests and creates premium allocations as needed.
  • Requests and summarizes loss runs, may process claims and provide client advocacy.
  • Performs miscellaneous duties and projects as assigned.


WHAT YOU’LL NEED:

  • 3+ years experience in the insurance industry
  • Bachelor's Degree preferred
  • Licensed as a Producer of Property and Casualty in UT, or willing to obtain. Participates in continuing education in order to maintain the appropriate level of credentials.
  • Strong oral and written communication skills with a proven commitment to high quality customer service.
  • Strong attention to detail.
  • Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
  • Demonstrates a sense of urgency and a proactive approach to meeting service requirements.
  • Proficient PC skills including MS Office/Excel, familiarity with various software applications and the ability to learn new software systems. Proficiency includes formulas, pivot tables, graphics, etc.


WHAT WE OFFER:

  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Paid Time Off (PTO)
  • Generous benefits package: health, dental, vision, 401(k), mental health resources, pet insurance, continuing education, and more
  • Employee Stock Purchase Plan