What are the responsibilities and job description for the Associate Account Manager position at Brown & Brown Insurance?
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 an Associate Account Manager to join our growing team in Salt Lake City, UT!
The Associate Account Manager assists with the development and maintenance of relationships with clients, handling client inquiries, preparing and reviewing insurance policies, and ensuring all documentation is accurate and up to date. The Assistant Account Manager works closely with Account Managers and other team members to provide exceptional service to clients and maintain the smooth processing of renewals, endorsements, and claims.
How You Will Contribute
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.
- Collects client exposure data.
- 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: filing documents and updating client
information into the policy management system, tracking the status of open items, providing documents to client and team members as requested.
- Completes premium finance agreement requests and creates premium allocations as needed.
- Requests and summarizes loss runs, may process claims and provide client advocacy.
- Attends Continuing Education classes.
- Performs miscellaneous duties and projects as assigned.
Licenses and Certifications:
Licensed as a Producer of Property and Casualty in applicable state unless new to role and/or exception based on an individual’s duties. Participates in continuing education in order to maintain the appropriate level of credentials.
Skills & Experience to Be Successful
College degree (preferred)
- Strong oral and written communication skills with a proven commitment to high quality customer service.
- 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.
- Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
- Develops and maintains a working knowledge of B&B systems and processes.
- Ability to work in a team environment that is constantly changing.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- 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.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
