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About the Role
Brown & Brown is seeking an Assistant Account Manager to join our growing team. This role is responsible for preparing and issuing certificates of insurance, providing billing and accounting support, and maintaining policy documents, correspondence, renewals, endorsements, surplus lines calculations, and affidavits in Applied Epic. The role also maintains team resources and collection schedules, prepares reports, updates Salesforce, coordinates meeting notes and calendars, and provides general operational support.
Responsibilities
- Prepare and issue certificates of insurance, file completed documents, and update master templates in the data management system.
- Provide accounting support by preparing billing forms, generating and sending invoices, responding to accounting questions, and assisting Account Managers with aged receivables.
- Maintain accurate records in Applied Epic, including filing correspondence and policy documents, processing renewals and endorsements, and preparing surplus lines calculations and affidavits.
- Maintain the team’s resource database, including industry contacts, carrier appetites, benchmarking summaries, representative client lists, team contact information, submission templates, and claims reports.
- Reconcile and maintain collection schedules.
- Prepare and distribute weekly expiration and book-of-business reports, along with additional reports as needed throughout the year.
- Add new prospects to Salesforce, update opportunities, and maintain dashboards for Fine Art leaders.
- Attend weekly team meetings and record and distribute meeting notes.
- Maintain the Fine Art team calendar and external contact cards.
- Provide IT coordination and general operational support for the team.
Requirements
- Valid Property & Casualty broker’s license preferred; candidates must be able to obtain the license within 90 days of hire.
- Two or more years of client management or administrative support experience.
- Proficiency in Microsoft Office Suite, with strong Excel skills.
- Experience with the Applied Epic data management system preferred.
- Ability to work Monday through Friday from 9:00 a.m. to 5:00 p.m.
- Superior organizational skills and attention to detail.
- Ability to manage multiple priorities, triage requests, and meet deadlines in a fast-paced environment.
Skills
- Microsoft Office Suite
- Excel
- Applied Epic
- Organizational skills
- Attention to detail
- Priority management
- Triage requests
- Meeting deadlines
- Fast-paced environment management
Work Type
- Full-time
Experience Level
- Two or more years of experience
Salary/Compensations
- $31.00 - $31.25 Hourly
Benefits
- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
About the Company
- Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Equal Opportunity
- 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”.