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Hybrid Assistant Account Manager

BBInsurance · Alpharetta, GA, USA, United States Of America · Hybrid

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

Brown and Brown are seeking an Assistant Account Manager to join our growing team in Alpharetta, GA! 

 

The Assistant Account Management 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. 

   

How You Will Contribute: 

 

  • 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) 
     

  • Request Experience Modifications and Worksheets from the Bureau 
     

  •  Collate and Assemble Submissions, Proposals and Summaries of Insurance 
     

  •  Set up Policy Files, and 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 and Certificates of Insurance (Account Manager responsible for setting up  
    Master) 
     

  • Special Projects as assigned by the Account Manager/Executive 

  

Licenses and Certifications:  

 

  • Current Georgia Resident Property & Casualty Agent’s license 

  • Professional Designation (CISR, CIC, ARM, etc.) 

  

Skills & Experience to Be Successful: 
  

  • 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. 

  • Microsoft Office 
     

  • 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. 

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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”.