Assistant Account Manager
Brown & Brown, Inc., Salt Lake City, UT, United States
Assistant Account Manager page is loaded## Assistant Account Managerremote type:
Hybrid Workinglocations:
Salt Lake City, UT, USAtime type:
Full timeposted on:
Posted Todayjob requisition id:
R26\_0000001355Built 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 an **Assistant Account Manager** to join our growing team in **Salt Lake City, UT!**The Assistant Account Manager assists with the development and maintenance of relationships with clients, handling client inquiries, preparing and reviewing insurance policies, and ensuring all documentation is accurate and up to date. The Assistant Account Manager works closely with Account Managers and other team members to provide exceptional service to clients and maintain the smooth processing of renewals, endorsements, and claims.**How You Will Contribute*** Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.* Collects client exposure data.* Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.* Responsible for new client setup and ongoing client maintenance in the appropriate agency* Completes premium finance agreement requests and creates premium allocations as needed.* Requests and summarizes loss runs, may process claims and provide client advocacy.* Attends Continuing Education classes.* Performs miscellaneous duties and projects as assigned.**Licenses and Certifications:*** Must possess or pass the Utah insurance agent’s license exam. Participates in continuing education in order to maintain the appropriate level of credentials.**Skills & Experience to Be Successful*** College degree (preferred)* Strong oral and written communication skills with a proven commitment to high quality customer service.* Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.* Demonstrates a sense of urgency and a proactive approach to meeting service requirements.* Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.* Develops and maintains a working knowledge of B&B systems and processes.* Ability to work in a team environment that is constantly changing.* Must be proficient in Excel, Word and PowerPoint.
Excel proficiency includes formatting, formulas, pivot tables and other Excel functions.**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”.Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. #J-18808-Ljbffr
Hybrid Workinglocations:
Salt Lake City, UT, USAtime type:
Full timeposted on:
Posted Todayjob requisition id:
R26\_0000001355Built 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 an **Assistant Account Manager** to join our growing team in **Salt Lake City, UT!**The Assistant Account Manager assists with the development and maintenance of relationships with clients, handling client inquiries, preparing and reviewing insurance policies, and ensuring all documentation is accurate and up to date. The Assistant Account Manager works closely with Account Managers and other team members to provide exceptional service to clients and maintain the smooth processing of renewals, endorsements, and claims.**How You Will Contribute*** Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.* Collects client exposure data.* Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.* Responsible for new client setup and ongoing client maintenance in the appropriate agency* Completes premium finance agreement requests and creates premium allocations as needed.* Requests and summarizes loss runs, may process claims and provide client advocacy.* Attends Continuing Education classes.* Performs miscellaneous duties and projects as assigned.**Licenses and Certifications:*** Must possess or pass the Utah insurance agent’s license exam. Participates in continuing education in order to maintain the appropriate level of credentials.**Skills & Experience to Be Successful*** College degree (preferred)* Strong oral and written communication skills with a proven commitment to high quality customer service.* Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.* Demonstrates a sense of urgency and a proactive approach to meeting service requirements.* Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.* Develops and maintains a working knowledge of B&B systems and processes.* Ability to work in a team environment that is constantly changing.* Must be proficient in Excel, Word and PowerPoint.
Excel proficiency includes formatting, formulas, pivot tables and other Excel functions.**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”.Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. #J-18808-Ljbffr