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 a Commercial Lines Associate Account manager to join our growing team in Ft. Myers, FL!
The Associate Account Manager will be responsible for supporting the team and providing prompt, accurate, and courteous service to our customers, sales representatives, and insurance companies. This individual will also assist the team in completion of service functions and provide quality service to our clients.
How You Will Contribute:
Issue Certificates of Insurance & Evidence of Property
Request Loss Runs from carrier or online
Process and Policy Checking for all renewal policies, including mailing to insured
Pre-Renewal Checklists to assist Account Service Managers/Select Agent with renewal marketing process, including preparing applications and proposals.
Responsible for follow-up on Direct Bill renewals prior to month-end
Responsible for issuing all carrier on-line endorsements
Process all endorsements received for accuracy and mail to insured.
Follow-up on Endorsement Requests as direction of Account Service Manager
Request Additional Information from Insured (driver information, updated renewal information, follow-up voluntary audit forms, recommendations made by loss control, etc.)
Assist with day-to-day account management — endorsements, claims
Build and Maintain Client Relationship, phone, email and meeting contacts
Complete and submit Loss Notices, Mail Claim Follow-up to Insured; follow-up on all open claims and process all claims documentation.
Complete check requests payable to Insured at request of ASM for return premium endorsement, audit, and overpayment of premium and mailing to insured.
Ensure that actions protect the Agency from claims of liability for errors or omissions and that all tasks are professionally performed.
Licenses and Certifications:
- 4-40 Customer Service Representative License preferred
Skills & Experience to Be Successful:
High School diploma required
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
#LI-CJ1
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”.
Top Skills
What We Do
Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.
Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.
Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.
Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.
With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.
