Support account servicing by handling certificates, endorsements, policy changes, and client inquiries
Ensure accurate documentation, assist with renewals and proposals, and help maintain compliance
Manage a book of assigned accounts
Attend any required training sessions and courses to pursue insurance designations
Process certificates of insurance for the team
Scan and attach all mail/correspondence in AMS for the team that were not processed by the operations team
Respond to client emails and phone calls as assigned
Order loss runs
Copy and assemble proposals
Address policy change requests by processing endorsements
Check policies ensure each policy is delivered to the client within 30 days of receipt
Review and verify renewals and issue invoices
Increase revenue by crossing selling and writing new business
Foster and seek relationships with teammates across all levels of Brown & Brown
Ensure compliance with government agencies and corporate policies and procedures
Attend training sessions, courses, etc. to maintain up-to-date skills

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.

Assistant Commercial Lines Account Manager

Key skills