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Assistant Account Manager
Brown & Brown Insurance. Provide high-quality customer service while assisting in coordinating services between clients and insurance companies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and administrative support within the insurance industry, ensuring accurate processing of insurance documents and maintaining client records. Proficient in MS Office Suite, particularly Microsoft Excel, with a strong focus on confidentiality and compliance with agency policies.
Highest-signal resume keywords
Customer ServiceMS Office Suite ProficiencyMicrosoft Excel ExpertiseInsurance Producer LicenseClerical Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Document ProcessingData CollectionPolicy MonitoringClaims ProcessingClient Record Management
Soft Skills
Exceptional Telephone DemeanorConfidentiality Maintenance
Tools & Technologies
Agency Management Systems
Certifications & Qualifications
Insurance Producer License
Industry Keywords
Insurance PoliciesClient AdvocacyContinuing EducationPolicy CancellationsRenewal Requests
About the role
Key responsibilities & impact- Provide high-quality customer service while assisting in coordinating services between clients and insurance companies
- Provide clerical support in conjunction with Account Managers, Account Executives, and Producers
- Prepare, process, review, and monitor certificates, Auto ID cards, binders, insurance summaries, audits, endorsements, renewal requests, specifications, and proposals
- Ensure policies follow quoted, proposed, and bound coverages
- Collect client specification data
- Respond to routine requests from clients, underwriters, and internal staff
- Set up new clients and maintain client records in agency management systems
- Upload documents, track open items, complete premium finance requests, and create premium allocations
- Request and summarize loss runs; process claims and provide client advocacy
- Monitor electronic downloads and retrieve policy documents from carrier websites when needed
- Check policies and process cancellations, non-pay notices, reinstatements, letters, and policy information entries
- Maintain current email and task queues
- Follow agency guidelines, policies, and procedures
- Attend continuing education classes and pursue personal and professional development
Requirements
What you’ll need- High school diploma
- Proficient with MS Office Suite
- Microsoft Excel – Strong to expert level skills
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) (preferred)
- Bachelor’s Degree (Preferred)
Benefits
Comp & perks- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts