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Personal Lines Assistant Account Manager
Brown & Brown InsuranceAlpharetta, United Statesfull_timeVerifiedPosted 10 Jun 2024
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.
Summary:Assists Client Managers, Client Executives, and Personal Lines Leader with processing and quoting of personal lines accounts. No client contact.
Essential Duties and Responsibilities:
- Processing of assigned mail, faxes, and e-mail.
- Enter all required data into the agency management systems to maintain current file data.
- Quote new business in both rating system and individual company websites.
- Prepare new business applications and required forms/paperwork.
- Review new business policies, renewals, and endorsements for accuracy.
- Renewal marketing.
- Prepare and process: binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations.
- Assist with suspense items.
- Perform clerical functions
Skills/ Abilities:
- Strong computer and automation knowledge.
- Good verbal and written English communication skills.
- Good organization and prioritizing skills.
Required Qualifications:
- Must have and maintain a current Property & Casualty Agent license for the state of Georgia.
Preferred Qualifications:
- Personal Lines insurance experience
Computer Skills:
- Microsoft Office (Excel, Word, Outlook, Access)
- Familiar with AMS360 and ImageRight
- Rating software (PL Rater)
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We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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