Senior Assistant Account Manager Job 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.
Summary: Senior Assistant Account Manager will work in tandem with the Account Manager in order to provide quality service to our clients in a timely manner in order to meet our retention goals.
Essential Duties and Responsibilities:
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Support clients and support the delivery of exceptional client servicing.
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Process daily mail, including faxes and e-mail.
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Answer and process all telephone requests.
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Maintain account files in an orderly sequence according to established procedures.
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Enter all required data into system to maintain current file data.
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Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
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Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations as defined in the company procedures manual as directed by CSR
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Secure loss runs and experience modification worksheets on assigned accounts
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Maintain suspense or follow-up system for correspondence/requests
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Process premium finance agreements as needed
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Assist client through preparation of Excel spreadsheets and premium breakdowns
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Provide back-up to other Commercial Assistants as needed
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Develop and maintain strong technical knowledge of commercial lines coverage and rating
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Scanning and other clerical duties, as assigned
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All other duties as assigned
Skills:
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Good technical knowledge of coverage in all commercial lines insurance coverage
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Excellent organizational and prioritizing skills
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Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately
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Ability to understand written and oral communication and to interpret abstract information
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Strong negotiation and problem solving skills
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Strong attention to detail and follow-through
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Organization and prioritization skills
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Ability to initiate and foster client/carrier/fellow employee rapport
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Ability to utilize existing agency computer programs and understand functionality
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Ability to work in a fast-paced environment.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
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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