- Prepare Renewal Letters and Questionnaire to be Reviewed by Account
- Assist with Marketing by Gathering Information and Sending and Preparing
- 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
- Photocopy
- Order MVR's when needed
- Special Projects as assigned by the Account Manager/Executive
- Special Projects as assigned by the profit center manager
- 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.
- Current Georgia Resident Property & Casualty Agent's license
- High School Diploma
- Bachelor's degree in risk management or similar field
- Professional Designation (CISR, CIC, ARM, etc.)
- Microsoft Office
- Familiar with TAM or AMS 360 (agency management systems) or insurer
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Assistant Account Manager - Rome, United States - Brown & Brown
Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
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:
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.