Assistant Account Manager - Rome, United States - Brown & Brown

Brown & Brown Rome, United States

1 week ago

Description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

This individual is responsible for retention and client relationship management.

The Assistant Account Manager works in tandem with the Account Manager/Executive to assist and ensure customer satisfaction by processing services requests in a timely, efficient and accurate manner.

Essential Duties and Responsibilities:

Prepare Renewal Letters and Questionnaire to be Reviewed by Account Manager, Follow-up for quotes i.e. Set up Activity
Assist with Marketing by Gathering Information and Sending and Preparing Applications (Activity Follow-up for Quotes)
Responsible for Completing Commercial Lines Checklist
Request Experience Modifications and Worksheets from the Bureau
Order Loss Runs
Proofread Proposals, Submissions, Summaries, etc. for typographical errors
Collate and Assemble Submissions, Proposals and Summaries of Insurance
Set up Policy Files
Set Up Books for Policies when required
Prepare First Draft of Summary
Data Entry & Invoicing in AMS360
Bond Processing & Invoicing in AMS360
Process Routine Endorsement Requests (Activity follow-up)
Issue Vehicle Identification Cards
Issue Certificates of Insurance (Account Manager responsible for setting up Master)
Photocopy
Order MVR's when needed
Special Projects as assigned by the Account Manager/Executive

Special Projects as assigned by the profit center manager Skills/Abilities :

Independent/self-starter with an acute attention to detail.
Professional appearance and customer service driven attitude.
Ability to work under stressful conditions with frequent interruptions.
Accuracy and speed are strong requirements.
Organized and reliable.
Prioritize and plan work activities.
Capable of handling difficult customers.
Must be able to work in a fast paced environment with minimum supervision

Required Qualifications:

Current Georgia Resident Property & Casualty Agent's license

High School DiplomaPreferred Qualifications:

Bachelor's degree in risk management or similar field
Professional Designation (CISR, CIC, ARM, etc.)

Computer Skills:

Microsoft Office
Familiar with TAM or AMS 360 (agency management systems) or insurer websites preferredWe are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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