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Personal Lines Assistant Account Manager

Brown & Brown Insurance
Alpharetta, 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)

#LI-JE1

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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Company

Brown & Brown Insurance

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