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Job Summary
Job Details
Transmission Type
Automatic
Job Requirements
CDL Class
CDL A
CDL Experience
0+ (includes CDL students)
Full Description
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 Assistant Account Manager-Condo to join our growing team in Ft. Myers, FL.
The Assistant Account Manager-Condo is to assist in the policy service workflow and help the Commercial Lines Assistants and Account Managers as s/he is learning our processes and procedures.
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 (as needed.)
Follow-up on Direct Bill renewals prior to month-end
Request endorsements
Issue on-line endorsements with various carriers
Process endorsements received for accuracy and mail to insured.
Follow-up on Endorsement Requests at the direction of Account Manager
Request Additional Information from Insured
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 AM for return premium endorsements, audits, 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:
Skills & Experience to Be Successful:
High School diploma
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:
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".